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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 | $138,114+59.5% | $125,391+75.7% | $134,545+63.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.31% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $8,565 | $5,246+63.3% | $4,816+77.9% | $4,742+80.6% |
| Participant deferral / active EE | $12,847 | $7,801+64.7% | $7,448+72.5% | $6,401+100.7% |
| Admin fee / account holder | $1,752 | $11,570-84.9% | $10,009-82.5% | $11,431-84.7% |