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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 | $175,636 | $138,114+27.2% | $125,391+40.1% | $134,545+30.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.34% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $10,096 | $5,246+92.5% | $4,816+109.6% | $4,742+112.9% |
| Participant deferral / active EE | $11,419 | $7,801+46.4% | $7,448+53.3% | $6,401+78.4% |
| Admin fee / account holder | $14,476 | $11,570+25.1% | $10,009+44.6% | $11,431+26.6% |