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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 | $226,563 | $138,114+64.0% | $125,391+80.7% | $134,545+68.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.24% | 750.88%-768.1pp | 572.41%-589.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $6,408 | $5,246+22.1% | $4,816+33.1% | $4,742+35.1% |
| Participant deferral / active EE | $12,375 | $7,801+58.6% | $7,448+66.1% | $6,401+93.3% |
| Admin fee / account holder | $33,730 | $11,570+191.5% | $10,009+237.0% | $11,431+195.1% |