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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 | $244,824 | $138,114+77.3% | $125,391+95.2% | $134,545+82.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.38% | 750.88%-762.3pp | 572.41%-583.8pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,519 | $5,246-71.1% | $4,816-68.5% | $4,742-68.0% |
| Participant deferral / active EE | $14,073 | $7,801+80.4% | $7,448+88.9% | $6,401+119.8% |
| Admin fee / account holder | $2,441 | $11,570-78.9% | $10,009-75.6% | $11,431-78.6% |