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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 | $244,111 | $190,916+27.9% | $160,037+52.5% | $134,545+81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.71% | 552.79%-567.5pp | 408.95%-423.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $17,041 | $4,996+241.1% | $4,226+303.3% | $4,742+259.4% |
| Participant deferral / active EE | $11,185 | $6,925+61.5% | $6,184+80.9% | $6,401+74.7% |
| Admin fee / account holder | $755 | $10,497-92.8% | $8,716-91.3% | $11,431-93.4% |