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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 | $186,083 | $138,102+34.7% | $125,381+48.4% | $134,532+38.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.95% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $12,500 | $5,245+138.3% | $4,815+159.6% | $4,741+163.7% |
| Participant deferral / active EE | $16,054 | $7,801+105.8% | $7,448+115.6% | $6,401+150.8% |
| Admin fee / account holder | $550 | $11,568-95.2% | $10,007-94.5% | $11,429-95.2% |