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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 | $234,468 | $138,078+69.8% | $125,363+87.0% | $134,509+74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.20% | 750.49%-770.7pp | 572.15%-592.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $4,732 | $5,245-9.8% | $4,815-1.7% | $4,741-0.2% |
| Participant deferral / active EE | $9,837 | $7,800+26.1% | $7,447+32.1% | $6,400+53.7% |
| Admin fee / account holder | $4,342 | $11,566-62.5% | $10,005-56.6% | $11,427-62.0% |