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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 | $186,010 | $138,114+34.7% | $125,391+48.3% | $134,545+38.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.55% | 750.88%-765.4pp | 572.41%-587.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $3,802 | $5,246-27.5% | $4,816-21.1% | $4,742-19.8% |
| Participant deferral / active EE | $16,345 | $7,801+109.5% | $7,448+119.5% | $6,401+155.3% |
| Admin fee / account holder | $933 | $11,570-91.9% | $10,009-90.7% | $11,431-91.8% |