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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 | $174,060 | $138,102+26.0% | $125,381+38.8% | $134,532+29.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.63% | 750.73%-768.4pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $9,293 | $5,245+77.2% | $4,815+93.0% | $4,741+96.0% |
| Participant deferral / active EE | $12,633 | $7,801+62.0% | $7,448+69.6% | $6,401+97.4% |
| Admin fee / account holder | $1,659 | $11,568-85.7% | $10,007-83.4% | $11,429-85.5% |