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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 | $216,247 | $138,078+56.6% | $125,363+72.5% | $134,509+60.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.31% | 750.49%-761.8pp | 572.15%-583.5pp | 418.13%-429.4pp |
| Employer contribution / active EE | $28,874 | $5,245+450.5% | $4,815+499.7% | $4,741+509.1% |
| Participant deferral / active EE | $16,780 | $7,800+115.1% | $7,447+125.3% | $6,400+162.2% |
| Admin fee / account holder | $196,752 | $11,566+1601.2% | $10,005+1866.5% | $11,427+1621.9% |