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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 | $195,619 | $190,916+2.5% | $160,037+22.2% | $134,545+45.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.20% | 552.79%-567.0pp | 408.95%-423.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $35,871 | $4,996+618.1% | $4,226+748.9% | $4,742+656.5% |
| Participant deferral / active EE | $10,250 | $6,925+48.0% | $6,184+65.8% | $6,401+60.1% |
| Admin fee / account holder | $620 | $10,497-94.1% | $8,716-92.9% | $11,431-94.6% |