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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 | $204,999 | $138,114+48.4% | $125,391+63.5% | $134,545+52.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.44% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,702 | $5,246-67.6% | $4,816-64.7% | $4,742-64.1% |
| Participant deferral / active EE | $8,681 | $7,801+11.3% | $7,448+16.5% | $6,401+35.6% |
| Admin fee / account holder | $7,315 | $11,570-36.8% | $10,009-26.9% | $11,431-36.0% |