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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 | $182,352 | $138,078+32.1% | $125,363+45.5% | $134,509+35.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.42% | 750.49%-766.9pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $3,877 | $5,245-26.1% | $4,815-19.5% | $4,741-18.2% |
| Participant deferral / active EE | $19,887 | $7,800+155.0% | $7,447+167.0% | $6,400+210.7% |
| Admin fee / account holder | $55,226 | $11,566+377.5% | $10,005+452.0% | $11,427+383.3% |