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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 | $204,453 | $138,114+48.0% | $125,391+63.1% | $134,545+52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.09% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $10,486 | $5,246+99.9% | $4,816+117.7% | $4,742+121.2% |
| Participant deferral / active EE | $21,412 | $7,801+174.5% | $7,448+187.5% | $6,401+234.5% |
| Admin fee / account holder | $2,827 | $11,570-75.6% | $10,009-71.8% | $11,431-75.3% |