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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 | $180,361 | $190,879-5.5% | $160,009+12.7% | $134,532+34.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.80% | 552.63%-567.4pp | 408.85%-423.6pp | 418.27%-433.1pp |
| Employer contribution / active EE | $11,391 | $4,995+128.1% | $4,225+169.6% | $4,741+140.3% |
| Participant deferral / active EE | $10,087 | $6,924+45.7% | $6,183+63.1% | $6,401+57.6% |
| Admin fee / account holder | $19,481 | $10,495+85.6% | $8,715+123.5% | $11,429+70.5% |