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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 | $188,398 | $138,102+36.4% | $125,381+50.3% | $134,532+40.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.87% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $15,095 | $5,245+187.8% | $4,815+213.5% | $4,741+218.4% |
| Participant deferral / active EE | $17,947 | $7,801+130.1% | $7,448+141.0% | $6,401+180.4% |
| Admin fee / account holder | $1,084 | $11,568-90.6% | $10,007-89.2% | $11,429-90.5% |