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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 | $213,624 | $138,102+54.7% | $125,381+70.4% | $134,532+58.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.49% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $6,457 | $5,245+23.1% | $4,815+34.1% | $4,741+36.2% |
| Participant deferral / active EE | $11,170 | $7,801+43.2% | $7,448+50.0% | $6,401+74.5% |
| Admin fee / account holder | $1,400 | $11,568-87.9% | $10,007-86.0% | $11,429-87.7% |