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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 | $205,259 | $138,078+48.7% | $125,363+63.7% | $134,509+52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.28% | 750.49%-764.8pp | 572.15%-586.4pp | 418.13%-432.4pp |
| Employer contribution / active EE | $20,327 | $5,245+287.6% | $4,815+322.2% | $4,741+328.8% |
| Participant deferral / active EE | $9,000 | $7,800+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $6,699 | $11,566-42.1% | $10,005-33.0% | $11,427-41.4% |