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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 | $218,076 | $160,059+36.2% | $140,019+55.7% | $135,380+61.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -3.70% | 911.48%-915.2pp | 651.17%-654.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $5,354 | $6,420-16.6% | $5,605-4.5% | $4,779+12.0% |
| Participant deferral / active EE | $7,131 | $7,641-6.7% | $6,927+3.0% | $5,609+27.1% |
| Admin fee / account holder | $28,449 | $13,328+113.5% | $10,705+165.7% | $10,828+162.7% |