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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 | $243,432 | $138,078+76.3% | $125,363+94.2% | $134,509+81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.86% | 750.49%-765.3pp | 572.15%-587.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $16,353 | $5,245+211.8% | $4,815+239.6% | $4,741+245.0% |
| Participant deferral / active EE | $6,752 | $7,800-13.4% | $7,447-9.3% | $6,400+5.5% |
| Admin fee / account holder | $1,802 | $11,566-84.4% | $10,005-82.0% | $11,427-84.2% |