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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 | $189,280 | $138,102+37.1% | $125,381+51.0% | $134,532+40.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.04% | 750.73%-766.8pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $16,800 | $5,245+220.3% | $4,815+248.9% | $4,741+254.4% |
| Participant deferral / active EE | $15,072 | $7,801+93.2% | $7,448+102.4% | $6,401+135.5% |
| Admin fee / account holder | $368 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |