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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 | $233,518 | $138,068+69.1% | $125,358+86.3% | $134,493+73.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.01% | 750.30%-766.3pp | 572.03%-588.0pp | 418.01%-434.0pp |
| Employer contribution / active EE | $4,809 | $5,244-8.3% | $4,814-0.1% | $4,740+1.5% |
| Participant deferral / active EE | $9,983 | $7,799+28.0% | $7,447+34.1% | $6,400+56.0% |
| Admin fee / account holder | $33,419 | $11,568+188.9% | $10,007+234.0% | $11,425+192.5% |