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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 | $237,276 | $138,114+71.8% | $125,391+89.2% | $134,545+76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.90% | 750.88%-764.8pp | 572.41%-586.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $3,065 | $5,246-41.6% | $4,816-36.4% | $4,742-35.4% |
| Participant deferral / active EE | $7,531 | $7,801-3.5% | $7,448+1.1% | $6,401+17.7% |
| Admin fee / account holder | $17,278 | $11,570+49.3% | $10,009+72.6% | $11,431+51.2% |