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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 | $199,087 | $138,078+44.2% | $125,363+58.8% | $134,509+48.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.20% | 750.49%-765.7pp | 572.15%-587.3pp | 418.13%-433.3pp |
| Employer contribution / active EE | $18,236 | $5,245+247.7% | $4,815+278.8% | $4,741+284.7% |
| Participant deferral / active EE | $13,402 | $7,800+71.8% | $7,447+80.0% | $6,400+109.4% |
| Admin fee / account holder | $854 | $11,566-92.6% | $10,005-91.5% | $11,427-92.5% |