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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 | $227,036 | $138,114+64.4% | $125,391+81.1% | $134,545+68.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.76% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $7,004 | $5,246+33.5% | $4,816+45.4% | $4,742+47.7% |
| Participant deferral / active EE | $4,979 | $7,801-36.2% | $7,448-33.1% | $6,401-22.2% |
| Admin fee / account holder | $1,438 | $11,570-87.6% | $10,009-85.6% | $11,431-87.4% |