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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 | $181,714 | $138,102+31.6% | $125,381+44.9% | $134,532+35.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.32% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $10,496 | $5,245+100.1% | $4,815+118.0% | $4,741+121.4% |
| Participant deferral / active EE | $9,945 | $7,801+27.5% | $7,448+33.5% | $6,401+55.4% |
| Admin fee / account holder | $2,442 | $11,568-78.9% | $10,007-75.6% | $11,429-78.6% |