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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 | $184,922 | $138,102+33.9% | $125,381+47.5% | $134,532+37.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.21% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $12,827 | $5,245+144.5% | $4,815+166.4% | $4,741+170.5% |
| Participant deferral / active EE | $13,377 | $7,801+71.5% | $7,448+79.6% | $6,401+109.0% |
| Admin fee / account holder | $2,060 | $11,568-82.2% | $10,007-79.4% | $11,429-82.0% |