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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 | $229,289 | $138,114+66.0% | $125,391+82.9% | $134,545+70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.78% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $15,467 | $5,246+194.8% | $4,816+221.2% | $4,742+226.2% |
| Participant deferral / active EE | $30,933 | $7,801+296.5% | $7,448+315.3% | $6,401+383.2% |
| Admin fee / account holder | $13,206 | $11,570+14.1% | $10,009+31.9% | $11,431+15.5% |