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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 | $185,843 | $138,102+34.6% | $125,381+48.2% | $134,532+38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.22% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $14,364 | $5,245+173.8% | $4,815+198.3% | $4,741+203.0% |
| Participant deferral / active EE | $9,550 | $7,801+22.4% | $7,448+28.2% | $6,401+49.2% |
| Admin fee / account holder | $2,594 | $11,568-77.6% | $10,007-74.1% | $11,429-77.3% |