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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 | $223,007 | $138,114+61.5% | $125,391+77.8% | $134,545+65.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.82% | 750.88%-760.7pp | 572.41%-582.2pp | 418.37%-428.2pp |
| Employer contribution / active EE | $11,882 | $5,246+126.5% | $4,816+146.7% | $4,742+150.6% |
| Participant deferral / active EE | $7,558 | $7,801-3.1% | $7,448+1.5% | $6,401+18.1% |
| Admin fee / account holder | $12,790 | $11,570+10.5% | $10,009+27.8% | $11,431+11.9% |