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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 | $169,971 | $138,114+23.1% | $125,391+35.6% | $134,545+26.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.21% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,919 | $5,246-25.3% | $4,816-18.6% | $4,742-17.3% |
| Participant deferral / active EE | $4,500 | $7,801-42.3% | $7,448-39.6% | $6,401-29.7% |
| Admin fee / account holder | $65,689 | $11,570+467.7% | $10,009+556.3% | $11,431+474.7% |