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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 | $176,916 | $138,114+28.1% | $125,391+41.1% | $134,545+31.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.05% | 750.88%-766.9pp | 572.41%-588.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $10,704 | $5,246+104.0% | $4,816+122.3% | $4,742+125.7% |
| Participant deferral / active EE | $8,237 | $7,801+5.6% | $7,448+10.6% | $6,401+28.7% |
| Admin fee / account holder | $5,826 | $11,570-49.6% | $10,009-41.8% | $11,431-49.0% |