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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 | $213,792 | $138,114+54.8% | $125,391+70.5% | $134,545+58.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.50% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $11,089 | $5,246+111.4% | $4,816+130.3% | $4,742+133.9% |
| Participant deferral / active EE | $6,298 | $7,801-19.3% | $7,448-15.4% | $6,401-1.6% |
| Admin fee / account holder | $3,515 | $11,570-69.6% | $10,009-64.9% | $11,431-69.2% |