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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 | $153,404 | $138,114+11.1% | $125,391+22.3% | $134,545+14.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.22% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $15,507 | $5,246+195.6% | $4,816+222.0% | $4,742+227.0% |
| Participant deferral / active EE | $13,206 | $7,801+69.3% | $7,448+77.3% | $6,401+106.3% |
| Admin fee / account holder | $3,633 | $11,570-68.6% | $10,009-63.7% | $11,431-68.2% |