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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 | $237,782 | $138,078+72.2% | $125,363+89.7% | $134,509+76.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.67% | 750.49%-767.2pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $11,764 | $5,245+124.3% | $4,815+144.3% | $4,741+148.1% |
| Participant deferral / active EE | $13,440 | $7,800+72.3% | $7,447+80.5% | $6,400+110.0% |
| Admin fee / account holder | $4,472 | $11,566-61.3% | $10,005-55.3% | $11,427-60.9% |