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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 | $180,933 | $138,114+31.0% | $125,391+44.3% | $134,545+34.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.87% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $8,009 | $5,246+52.7% | $4,816+66.3% | $4,742+68.9% |
| Participant deferral / active EE | $12,812 | $7,801+64.2% | $7,448+72.0% | $6,401+100.1% |
| Admin fee / account holder | $7,570 | $11,570-34.6% | $10,009-24.4% | $11,431-33.8% |