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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 | $222,038 | $138,078+60.8% | $125,363+77.1% | $134,509+65.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.97% | 750.49%-767.5pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $14,381 | $5,245+174.2% | $4,815+198.7% | $4,741+203.4% |
| Participant deferral / active EE | $13,422 | $7,800+72.1% | $7,447+80.2% | $6,400+109.7% |
| Admin fee / account holder | $2,604 | $11,566-77.5% | $10,005-74.0% | $11,427-77.2% |