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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 | $245,477 | $138,114+77.7% | $125,391+95.8% | $134,545+82.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.34% | 750.88%-764.2pp | 572.41%-585.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $3,366 | $5,246-35.8% | $4,816-30.1% | $4,742-29.0% |
| Participant deferral / active EE | $11,632 | $7,801+49.1% | $7,448+56.2% | $6,401+81.7% |
| Admin fee / account holder | $4,167 | $11,570-64.0% | $10,009-58.4% | $11,431-63.5% |