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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 | $249,833 | $138,114+80.9% | $125,391+99.2% | $134,545+85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.81% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,665 | $5,246-30.1% | $4,816-23.9% | $4,742-22.7% |
| Participant deferral / active EE | $12,714 | $7,801+63.0% | $7,448+70.7% | $6,401+98.6% |
| Admin fee / account holder | $3,822 | $11,570-67.0% | $10,009-61.8% | $11,431-66.6% |