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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 | $204,918 | $138,102+48.4% | $125,381+63.4% | $134,532+52.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.65% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $9,351 | $5,245+78.3% | $4,815+94.2% | $4,741+97.2% |
| Participant deferral / active EE | $9,889 | $7,801+26.8% | $7,448+32.8% | $6,401+54.5% |
| Admin fee / account holder | $7,636 | $11,568-34.0% | $10,007-23.7% | $11,429-33.2% |