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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 | $230,847 | $138,114+67.1% | $125,391+84.1% | $134,545+71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.30% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $6,500 | $5,246+23.9% | $4,816+35.0% | $4,742+37.1% |
| Participant deferral / active EE | $10,515 | $7,801+34.8% | $7,448+41.2% | $6,401+64.3% |
| Admin fee / account holder | $25,926 | $11,570+124.1% | $10,009+159.0% | $11,431+126.8% |