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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 | $198,268 | $138,114+43.6% | $125,391+58.1% | $134,545+47.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.59% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-430.0pp |
| Employer contribution / active EE | $17,957 | $5,246+242.3% | $4,816+272.9% | $4,742+278.7% |
| Participant deferral / active EE | $10,054 | $7,801+28.9% | $7,448+35.0% | $6,401+57.1% |
| Admin fee / account holder | $876 | $11,570-92.4% | $10,009-91.2% | $11,431-92.3% |