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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 | $199,161 | $138,114+44.2% | $125,391+58.8% | $134,545+48.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.94% | 750.88%-761.8pp | 572.41%-583.4pp | 418.37%-429.3pp |
| Employer contribution / active EE | $12,301 | $5,246+134.5% | $4,816+155.4% | $4,742+159.4% |
| Participant deferral / active EE | $5,678 | $7,801-27.2% | $7,448-23.8% | $6,401-11.3% |
| Admin fee / account holder | $11,454 | $11,570-1.0% | $10,009+14.4% | $11,431+0.2% |