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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 | $227,430 | $138,102+64.7% | $125,381+81.4% | $134,532+69.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.64% | 750.73%-767.4pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $3,515 | $5,245-33.0% | $4,815-27.0% | $4,741-25.9% |
| Participant deferral / active EE | $8,884 | $7,801+13.9% | $7,448+19.3% | $6,401+38.8% |
| Admin fee / account holder | $3,627 | $11,568-68.6% | $10,007-63.8% | $11,429-68.3% |