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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 | $167,428 | $190,916-12.3% | $160,037+4.6% | $134,545+24.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.47% | 552.79%-568.3pp | 408.95%-424.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $40,500 | $4,996+710.7% | $4,226+858.4% | $4,742+754.2% |
| Participant deferral / active EE | $27,000 | $6,925+289.9% | $6,184+336.6% | $6,401+321.8% |
| Admin fee / account holder | $1,435 | $10,497-86.3% | $8,716-83.5% | $11,431-87.4% |