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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 | $138,114+31.8% | $125,391+45.2% | $134,545+35.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.55% | 750.88%-762.4pp | 572.41%-584.0pp | 418.37%-429.9pp |
| Employer contribution / active EE | $10,129 | $5,246+93.1% | $4,816+110.3% | $4,742+113.6% |
| Participant deferral / active EE | $15,317 | $7,801+96.4% | $7,448+105.7% | $6,401+139.3% |
| Admin fee / account holder | $13,437 | $11,570+16.1% | $10,009+34.3% | $11,431+17.6% |