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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 | $231,530 | $138,078+67.7% | $125,363+84.7% | $134,509+72.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.20% | 750.49%-765.7pp | 572.15%-587.3pp | 418.13%-433.3pp |
| Employer contribution / active EE | $1,677 | $5,245-68.0% | $4,815-65.2% | $4,741-64.6% |
| Participant deferral / active EE | $8,550 | $7,800+9.6% | $7,447+14.8% | $6,400+33.6% |
| Admin fee / account holder | $4,284 | $11,566-63.0% | $10,005-57.2% | $11,427-62.5% |