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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 | $161,839 | $138,102+17.2% | $125,381+29.1% | $134,532+20.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.37% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $16,978 | $5,245+223.7% | $4,815+252.6% | $4,741+258.1% |
| Participant deferral / active EE | $7,400 | $7,801-5.1% | $7,448-0.6% | $6,401+15.6% |
| Admin fee / account holder | $1,980 | $11,568-82.9% | $10,007-80.2% | $11,429-82.7% |