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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 | $178,418 | $138,114+29.2% | $125,391+42.3% | $134,545+32.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.35% | 750.88%-767.2pp | 572.41%-588.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $19,250 | $5,246+267.0% | $4,816+299.7% | $4,742+306.0% |
| Participant deferral / active EE | $14,746 | $7,801+89.0% | $7,448+98.0% | $6,401+130.4% |
| Admin fee / account holder | $115,625 | $11,570+899.3% | $10,009+1055.3% | $11,431+911.5% |