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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 | $167,918 | $138,078+21.6% | $125,363+33.9% | $134,509+24.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.76% | 750.49%-760.2pp | 572.15%-581.9pp | 418.13%-427.9pp |
| Employer contribution / active EE | $7,022 | $5,245+33.9% | $4,815+45.9% | $4,741+48.1% |
| Participant deferral / active EE | $19,379 | $7,800+148.5% | $7,447+160.2% | $6,400+202.8% |
| Admin fee / account holder | $22,621 | $11,566+95.6% | $10,005+126.1% | $11,427+98.0% |