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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 | $193,328 | $138,102+40.0% | $125,381+54.2% | $134,532+43.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.29% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,431 | $5,245-53.7% | $4,815-49.5% | $4,741-48.7% |
| Participant deferral / active EE | $11,160 | $7,801+43.1% | $7,448+49.8% | $6,401+74.3% |
| Admin fee / account holder | $3,705 | $11,568-68.0% | $10,007-63.0% | $11,429-67.6% |