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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 | $206,611 | $138,102+49.6% | $125,381+64.8% | $134,532+53.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.48% | 750.73%-759.2pp | 572.31%-580.8pp | 418.27%-426.7pp |
| Employer contribution / active EE | $17,455 | $5,245+232.8% | $4,815+262.5% | $4,741+268.2% |
| Participant deferral / active EE | $4,411 | $7,801-43.5% | $7,448-40.8% | $6,401-31.1% |
| Admin fee / account holder | $3,239 | $11,568-72.0% | $10,007-67.6% | $11,429-71.7% |