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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 | $220,350 | $138,068+59.6% | $125,358+75.8% | $134,493+63.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.31% | 750.30%-768.6pp | 572.03%-590.3pp | 418.01%-436.3pp |
| Employer contribution / active EE | $8,565 | $5,244+63.3% | $4,814+77.9% | $4,740+80.7% |
| Participant deferral / active EE | $12,847 | $7,799+64.7% | $7,447+72.5% | $6,400+100.7% |
| Admin fee / account holder | $1,752 | $11,568-84.9% | $10,007-82.5% | $11,425-84.7% |