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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,707 | $138,114+54.0% | $125,391+69.6% | $134,545+58.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.19% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $6,004 | $5,246+14.4% | $4,816+24.7% | $4,742+26.6% |
| Participant deferral / active EE | $3,937 | $7,801-49.5% | $7,448-47.1% | $6,401-38.5% |
| Admin fee / account holder | $1,555 | $11,570-86.6% | $10,009-84.5% | $11,431-86.4% |