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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 | $222,034 | $190,916+16.3% | $160,037+38.7% | $134,545+65.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.62% | 552.79%-568.4pp | 408.95%-424.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $24,010 | $4,996+380.6% | $4,226+468.2% | $4,742+406.4% |
| Participant deferral / active EE | $13,500 | $6,925+95.0% | $6,184+118.3% | $6,401+110.9% |
| Admin fee / account holder | $1,638 | $10,497-84.4% | $8,716-81.2% | $11,431-85.7% |