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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 | $245,966 | $138,114+78.1% | $125,391+96.2% | $134,545+82.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.59% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $4,008 | $5,246-23.6% | $4,816-16.8% | $4,742-15.5% |
| Participant deferral / active EE | $10,639 | $7,801+36.4% | $7,448+42.8% | $6,401+66.2% |
| Admin fee / account holder | $2,256 | $11,570-80.5% | $10,009-77.5% | $11,431-80.3% |