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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 | $181,808 | $138,114+31.6% | $125,391+45.0% | $134,545+35.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.86% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $11,705 | $5,246+123.1% | $4,816+143.0% | $4,742+146.8% |
| Participant deferral / active EE | $17,118 | $7,801+119.4% | $7,448+129.8% | $6,401+167.4% |
| Admin fee / account holder | $10,227 | $11,570-11.6% | $10,009+2.2% | $11,431-10.5% |