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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 | $171,721 | $138,102+24.3% | $125,381+37.0% | $134,532+27.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.25% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,691 | $5,245-10.6% | $4,815-2.6% | $4,741-1.1% |
| Participant deferral / active EE | $13,551 | $7,801+73.7% | $7,448+81.9% | $6,401+111.7% |
| Admin fee / account holder | $496 | $11,568-95.7% | $10,007-95.0% | $11,429-95.7% |