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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 | $214,960 | $138,114+55.6% | $125,391+71.4% | $134,545+59.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.67% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $4,134 | $5,246-21.2% | $4,816-14.2% | $4,742-12.8% |
| Participant deferral / active EE | $13,483 | $7,801+72.8% | $7,448+81.0% | $6,401+110.6% |
| Admin fee / account holder | $2,418 | $11,570-79.1% | $10,009-75.8% | $11,431-78.8% |