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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 | $165,656 | $138,078+20.0% | $125,363+32.1% | $134,509+23.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.63% | 750.49%-766.1pp | 572.15%-587.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $20,269 | $5,245+286.5% | $4,815+321.0% | $4,741+327.6% |
| Participant deferral / active EE | $17,149 | $7,800+119.9% | $7,447+130.3% | $6,400+167.9% |
| Admin fee / account holder | $2,375 | $11,566-79.5% | $10,005-76.3% | $11,427-79.2% |