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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 | $177,080 | $138,078+28.2% | $125,363+41.3% | $134,509+31.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.89% | 750.49%-769.4pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $4,415 | $5,245-15.8% | $4,815-8.3% | $4,741-6.9% |
| Participant deferral / active EE | $13,877 | $7,800+77.9% | $7,447+86.3% | $6,400+116.8% |
| Admin fee / account holder | $2,497 | $11,566-78.4% | $10,005-75.0% | $11,427-78.1% |