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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 | $230,490 | $138,078+66.9% | $125,363+83.9% | $134,509+71.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.23% | 750.49%-767.7pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $3,211 | $5,245-38.8% | $4,815-33.3% | $4,741-32.3% |
| Participant deferral / active EE | $13,433 | $7,800+72.2% | $7,447+80.4% | $6,400+109.9% |
| Admin fee / account holder | $1,825 | $11,566-84.2% | $10,005-81.8% | $11,427-84.0% |