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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 | $182,025 | $138,068+31.8% | $125,358+45.2% | $134,493+35.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.55% | 750.30%-761.9pp | 572.03%-583.6pp | 418.01%-429.6pp |
| Employer contribution / active EE | $10,129 | $5,244+93.2% | $4,814+110.4% | $4,740+113.7% |
| Participant deferral / active EE | $15,317 | $7,799+96.4% | $7,447+105.7% | $6,400+139.3% |
| Admin fee / account holder | $13,437 | $11,568+16.2% | $10,007+34.3% | $11,425+17.6% |