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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 | $168,770 | $138,114+22.2% | $125,391+34.6% | $134,545+25.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.21% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $6,780 | $5,246+29.2% | $4,816+40.8% | $4,742+43.0% |
| Participant deferral / active EE | $11,006 | $7,801+41.1% | $7,448+47.8% | $6,401+71.9% |
| Admin fee / account holder | $1,198 | $11,570-89.6% | $10,009-88.0% | $11,431-89.5% |