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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 | $222,333 | $138,102+61.0% | $125,381+77.3% | $134,532+65.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.28% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $10,428 | $5,245+98.8% | $4,815+116.6% | $4,741+120.0% |
| Participant deferral / active EE | $7,851 | $7,801+0.7% | $7,448+5.4% | $6,401+22.7% |
| Admin fee / account holder | $1,936 | $11,568-83.3% | $10,007-80.7% | $11,429-83.1% |