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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 | $229,373 | $138,078+66.1% | $125,363+83.0% | $134,509+70.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.19% | 750.49%-762.7pp | 572.15%-584.3pp | 418.13%-430.3pp |
| Employer contribution / active EE | $11,973 | $5,245+128.3% | $4,815+148.7% | $4,741+152.6% |
| Participant deferral / active EE | $13,389 | $7,800+71.7% | $7,447+79.8% | $6,400+109.2% |
| Admin fee / account holder | $1,689 | $11,566-85.4% | $10,005-83.1% | $11,427-85.2% |