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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 | $213,329 | $135,645+57.3% | $110,243+93.5% | $135,380+57.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.16% | 513.24%-518.4pp | 314.76%-319.9pp | 519.81%-525.0pp |
| Employer contribution / active EE | $10,961 | $4,907+123.4% | $3,827+186.4% | $4,779+129.4% |
| Participant deferral / active EE | $9,352 | $5,507+69.8% | $4,672+100.2% | $5,609+66.7% |
| Admin fee / account holder | $17,334 | $11,458+51.3% | $8,548+102.8% | $10,828+60.1% |