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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 | $175,797 | $138,102+27.3% | $125,381+40.2% | $134,532+30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.32% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $23,289 | $5,245+344.0% | $4,815+383.7% | $4,741+391.2% |
| Participant deferral / active EE | $18,920 | $7,801+142.5% | $7,448+154.0% | $6,401+195.6% |
| Admin fee / account holder | $5,921 | $11,568-48.8% | $10,007-40.8% | $11,429-48.2% |