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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 | $187,752 | $138,114+35.9% | $125,391+49.7% | $134,545+39.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.82% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,221 | $5,246-38.6% | $4,816-33.1% | $4,742-32.1% |
| Participant deferral / active EE | $10,248 | $7,801+31.4% | $7,448+37.6% | $6,401+60.1% |
| Admin fee / account holder | $1,360 | $11,570-88.2% | $10,009-86.4% | $11,431-88.1% |