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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 | $202,843 | $138,114+46.9% | $125,391+61.8% | $134,545+50.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.46% | 750.88%-766.3pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,666 | $5,246-49.2% | $4,816-44.6% | $4,742-43.8% |
| Participant deferral / active EE | $8,574 | $7,801+9.9% | $7,448+15.1% | $6,401+33.9% |
| Admin fee / account holder | $15,292 | $11,570+32.2% | $10,009+52.8% | $11,431+33.8% |