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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 | $192,684 | $138,102+39.5% | $125,381+53.7% | $134,532+43.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.53% | 750.73%-767.3pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $22,280 | $5,245+324.7% | $4,815+362.7% | $4,741+369.9% |
| Participant deferral / active EE | $13,005 | $7,801+66.7% | $7,448+74.6% | $6,401+103.2% |
| Admin fee / account holder | $8,311 | $11,568-28.2% | $10,007-16.9% | $11,429-27.3% |