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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 | $198,467 | $160,059+24.0% | $140,019+41.7% | $135,380+46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.12% | 911.48%-917.6pp | 651.17%-657.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $15,983 | $6,420+149.0% | $5,605+185.1% | $4,779+234.5% |
| Participant deferral / active EE | $11,583 | $7,641+51.6% | $6,927+67.2% | $5,609+106.5% |
| Admin fee / account holder | $13,872 | $13,328+4.1% | $10,705+29.6% | $10,828+28.1% |