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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 | $207,098 | $138,102+50.0% | $125,381+65.2% | $134,532+53.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.58% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $7,417 | $5,245+41.4% | $4,815+54.0% | $4,741+56.4% |
| Participant deferral / active EE | $7,319 | $7,801-6.2% | $7,448-1.7% | $6,401+14.3% |
| Admin fee / account holder | $16,499 | $11,568+42.6% | $10,007+64.9% | $11,429+44.4% |