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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 | $202,034 | $138,078+46.3% | $125,363+61.2% | $134,509+50.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.56% | 750.49%-767.0pp | 572.15%-588.7pp | 418.13%-434.7pp |
| Employer contribution / active EE | $7,752 | $5,245+47.8% | $4,815+61.0% | $4,741+63.5% |
| Participant deferral / active EE | $21,650 | $7,800+177.6% | $7,447+190.7% | $6,400+238.3% |
| Admin fee / account holder | $1,371 | $11,566-88.1% | $10,005-86.3% | $11,427-88.0% |