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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 | $227,500 | $138,114+64.7% | $125,391+81.4% | $134,545+69.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.12% | 750.88%-758.0pp | 572.41%-579.5pp | 418.37%-425.5pp |
| Employer contribution / active EE | $4,806 | $5,246-8.4% | $4,816-0.2% | $4,742+1.4% |
| Participant deferral / active EE | $18,000 | $7,801+130.7% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $2,342 | $11,570-79.8% | $10,009-76.6% | $11,431-79.5% |