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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 | $165,603 | $138,102+19.9% | $125,381+32.1% | $134,532+23.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.11% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $12,137 | $5,245+131.4% | $4,815+152.1% | $4,741+156.0% |
| Participant deferral / active EE | $9,828 | $7,801+26.0% | $7,448+32.0% | $6,401+53.5% |
| Admin fee / account holder | $812 | $11,568-93.0% | $10,007-91.9% | $11,429-92.9% |