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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 | $196,432 | $138,114+42.2% | $125,391+56.7% | $134,545+46.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.67% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,204 | $5,246-19.9% | $4,816-12.7% | $4,742-11.3% |
| Participant deferral / active EE | $13,026 | $7,801+67.0% | $7,448+74.9% | $6,401+103.5% |
| Admin fee / account holder | $602 | $11,570-94.8% | $10,009-94.0% | $11,431-94.7% |