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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 | $205,319 | $138,078+48.7% | $125,363+63.8% | $134,509+52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.18% | 750.49%-755.7pp | 572.15%-577.3pp | 418.13%-423.3pp |
| Employer contribution / active EE | $7,901 | $5,245+50.7% | $4,815+64.1% | $4,741+66.7% |
| Participant deferral / active EE | $10,928 | $7,800+40.1% | $7,447+46.7% | $6,400+70.7% |
| Admin fee / account holder | $5,696 | $11,566-50.8% | $10,005-43.1% | $11,427-50.2% |