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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 | $195,898 | $138,102+41.8% | $125,381+56.2% | $134,532+45.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.67% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $17,264 | $5,245+229.1% | $4,815+258.5% | $4,741+264.1% |
| Participant deferral / active EE | $22,840 | $7,801+192.8% | $7,448+206.7% | $6,401+256.8% |
| Admin fee / account holder | $1,189 | $11,568-89.7% | $10,007-88.1% | $11,429-89.6% |