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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 | $208,836 | $138,114+51.2% | $125,391+66.5% | $134,545+55.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.51% | 750.88%-751.4pp | 572.41%-572.9pp | 418.37%-418.9pp |
| Employer contribution / active EE | $3,067 | $5,246-41.5% | $4,816-36.3% | $4,742-35.3% |
| Participant deferral / active EE | $3,160 | $7,801-59.5% | $7,448-57.6% | $6,401-50.6% |
| Admin fee / account holder | $366 | $11,570-96.8% | $10,009-96.3% | $11,431-96.8% |