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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 | $186,790 | $138,078+35.3% | $125,363+49.0% | $134,509+38.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.51% | 750.49%-768.0pp | 572.15%-589.7pp | 418.13%-435.6pp |
| Employer contribution / active EE | $11,757 | $5,245+124.2% | $4,815+144.2% | $4,741+148.0% |
| Participant deferral / active EE | $15,806 | $7,800+102.6% | $7,447+112.2% | $6,400+146.9% |
| Admin fee / account holder | $1,680 | $11,566-85.5% | $10,005-83.2% | $11,427-85.3% |