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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 | $224,722 | $138,114+62.7% | $125,391+79.2% | $134,545+67.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.92% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $10,606 | $5,246+102.2% | $4,816+120.2% | $4,742+123.7% |
| Participant deferral / active EE | $13,985 | $7,801+79.3% | $7,448+87.8% | $6,401+118.5% |
| Admin fee / account holder | $23,288 | $11,570+101.3% | $10,009+132.7% | $11,431+103.7% |