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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 | $181,781 | $138,102+31.6% | $125,381+45.0% | $134,532+35.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.18% | 750.73%-754.9pp | 572.31%-576.5pp | 418.27%-422.4pp |
| Employer contribution / active EE | $7,442 | $5,245+41.9% | $4,815+54.5% | $4,741+57.0% |
| Participant deferral / active EE | $7,157 | $7,801-8.2% | $7,448-3.9% | $6,401+11.8% |
| Admin fee / account holder | $2,960 | $11,568-74.4% | $10,007-70.4% | $11,429-74.1% |