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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 | $190,013 | $138,102+37.6% | $125,381+51.5% | $134,532+41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.18% | 750.73%-754.9pp | 572.31%-576.5pp | 418.27%-422.4pp |
| Employer contribution / active EE | $10,175 | $5,245+94.0% | $4,815+111.3% | $4,741+114.6% |
| Participant deferral / active EE | $18,494 | $7,801+137.1% | $7,448+148.3% | $6,401+188.9% |
| Admin fee / account holder | $2,310 | $11,568-80.0% | $10,007-76.9% | $11,429-79.8% |