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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 | $202,544 | $138,102+46.7% | $125,381+61.5% | $134,532+50.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.35% | 750.73%-761.1pp | 572.31%-582.7pp | 418.27%-428.6pp |
| Employer contribution / active EE | $14,007 | $5,245+167.0% | $4,815+190.9% | $4,741+195.4% |
| Participant deferral / active EE | $9,972 | $7,801+27.8% | $7,448+33.9% | $6,401+55.8% |
| Admin fee / account holder | $943 | $11,568-91.8% | $10,007-90.6% | $11,429-91.7% |