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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 | $207,420 | $138,102+50.2% | $125,381+65.4% | $134,532+54.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.53% | 750.73%-759.3pp | 572.31%-580.8pp | 418.27%-426.8pp |
| Employer contribution / active EE | $4,610 | $5,245-12.1% | $4,815-4.3% | $4,741-2.8% |
| Participant deferral / active EE | $11,799 | $7,801+51.3% | $7,448+58.4% | $6,401+84.3% |
| Admin fee / account holder | $63,265 | $11,568+446.9% | $10,007+532.2% | $11,429+453.6% |