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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 | $214,836 | $138,114+55.5% | $125,391+71.3% | $134,545+59.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.30% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $8,004 | $5,246+52.6% | $4,816+66.2% | $4,742+68.8% |
| Participant deferral / active EE | $5,786 | $7,801-25.8% | $7,448-22.3% | $6,401-9.6% |
| Admin fee / account holder | $7,283 | $11,570-37.1% | $10,009-27.2% | $11,431-36.3% |