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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 | $178,062 | $138,102+28.9% | $125,381+42.0% | $134,532+32.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $5,229 | $5,245-0.3% | $4,815+8.6% | $4,741+10.3% |
| Participant deferral / active EE | $20,861 | $7,801+167.4% | $7,448+180.1% | $6,401+225.9% |
| Admin fee / account holder | $12,490 | $11,568+8.0% | $10,007+24.8% | $11,429+9.3% |