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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 | $248,879 | $138,114+80.2% | $125,391+98.5% | $134,545+85.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.74% | 750.88%-764.6pp | 572.41%-586.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $7,053 | $5,246+34.4% | $4,816+46.5% | $4,742+48.7% |
| Participant deferral / active EE | $8,526 | $7,801+9.3% | $7,448+14.5% | $6,401+33.2% |
| Admin fee / account holder | $1,528 | $11,570-86.8% | $10,009-84.7% | $11,431-86.6% |