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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 | $203,108 | $138,114+47.1% | $125,391+62.0% | $134,545+51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.05% | 750.88%-762.9pp | 572.41%-584.5pp | 418.37%-430.4pp |
| Employer contribution / active EE | $9,299 | $5,246+77.3% | $4,816+93.1% | $4,742+96.1% |
| Participant deferral / active EE | $11,279 | $7,801+44.6% | $7,448+51.4% | $6,401+76.2% |
| Admin fee / account holder | $4,525 | $11,570-60.9% | $10,009-54.8% | $11,431-60.4% |