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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 | $195,857 | $138,102+41.8% | $125,381+56.2% | $134,532+45.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.12% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,471 | $5,245-72.0% | $4,815-69.5% | $4,741-69.0% |
| Participant deferral / active EE | $4,025 | $7,801-48.4% | $7,448-46.0% | $6,401-37.1% |
| Admin fee / account holder | $8,407 | $11,568-27.3% | $10,007-16.0% | $11,429-26.4% |