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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 | $243,365 | $135,645+79.4% | $110,243+120.8% | $135,380+79.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.18% | 513.24%-520.4pp | 314.76%-321.9pp | 519.81%-527.0pp |
| Employer contribution / active EE | $11,199 | $4,907+128.2% | $3,827+192.6% | $4,779+134.3% |
| Participant deferral / active EE | $5,527 | $5,507+0.4% | $4,672+18.3% | $5,609-1.5% |
| Admin fee / account holder | $11,959 | $11,458+4.4% | $8,548+39.9% | $10,828+10.4% |