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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 | $225,136 | $138,114+63.0% | $125,391+79.5% | $134,545+67.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.89% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $10,369 | $5,246+97.7% | $4,816+115.3% | $4,742+118.7% |
| Participant deferral / active EE | $13,504 | $7,801+73.1% | $7,448+81.3% | $6,401+111.0% |
| Admin fee / account holder | $1,741 | $11,570-85.0% | $10,009-82.6% | $11,431-84.8% |