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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 | $242,060 | $190,916+26.8% | $160,037+51.3% | $134,545+79.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.67% | 552.79%-567.5pp | 408.95%-423.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $5,571 | $4,996+11.5% | $4,226+31.8% | $4,742+17.5% |
| Participant deferral / active EE | $18,733 | $6,925+170.5% | $6,184+202.9% | $6,401+192.7% |
| Admin fee / account holder | $614 | $10,497-94.2% | $8,716-93.0% | $11,431-94.6% |