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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 | $230,238 | $138,102+66.7% | $125,381+83.6% | $134,532+71.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.23% | 750.73%-769.0pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,340 | $5,245-74.5% | $4,815-72.2% | $4,741-71.7% |
| Participant deferral / active EE | $11,661 | $7,801+49.5% | $7,448+56.6% | $6,401+82.2% |
| Admin fee / account holder | $660 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |