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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 | $176,697 | $138,078+28.0% | $125,363+40.9% | $134,509+31.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.71% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.8pp |
| Employer contribution / active EE | $9,005 | $5,245+71.7% | $4,815+87.0% | $4,741+89.9% |
| Participant deferral / active EE | $21,917 | $7,800+181.0% | $7,447+194.3% | $6,400+242.4% |
| Admin fee / account holder | $2,321 | $11,566-79.9% | $10,005-76.8% | $11,427-79.7% |