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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 | $191,091 | $180,466+5.9% | $154,114+24.0% | $135,382+41.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.26% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $4,201 | $6,035-30.4% | $5,298-20.7% | $4,779-12.1% |
| Participant deferral / active EE | $3,475 | $5,806-40.1% | $5,081-31.6% | $5,609-38.0% |
| Admin fee / account holder | $1,115 | $16,144-93.1% | $13,411-91.7% | $10,829-89.7% |