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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 | $230,450 | $138,102+66.9% | $125,381+83.8% | $134,532+71.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.77% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $10,577 | $5,245+101.6% | $4,815+119.7% | $4,741+123.1% |
| Participant deferral / active EE | $8,344 | $7,801+7.0% | $7,448+12.0% | $6,401+30.4% |
| Admin fee / account holder | $5,417 | $11,568-53.2% | $10,007-45.9% | $11,429-52.6% |