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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 | $246,956 | $138,114+78.8% | $125,391+96.9% | $134,545+83.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.17% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $7,678 | $5,246+46.4% | $4,816+59.4% | $4,742+61.9% |
| Participant deferral / active EE | $11,403 | $7,801+46.2% | $7,448+53.1% | $6,401+78.1% |
| Admin fee / account holder | $3,893 | $11,570-66.4% | $10,009-61.1% | $11,431-65.9% |