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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 | $219,697 | $138,114+59.1% | $125,391+75.2% | $134,545+63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.45% | 750.88%-768.3pp | 572.41%-589.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $7,648 | $5,246+45.8% | $4,816+58.8% | $4,742+61.3% |
| Participant deferral / active EE | $13,073 | $7,801+67.6% | $7,448+75.5% | $6,401+104.2% |
| Admin fee / account holder | $1,629 | $11,570-85.9% | $10,009-83.7% | $11,431-85.7% |