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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 | $240,154 | $168,635+42.4% | $147,617+62.7% | $125,389+91.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.70% | 77.65%-81.4pp | 61.98%-65.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $15,650 | $6,252+150.3% | $5,564+181.2% | $4,866+221.6% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $2,089 | $13,580-84.6% | $11,612-82.0% | $9,541-78.1% |