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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 | $218,272 | $138,102+58.1% | $125,381+74.1% | $134,532+62.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.33% | 750.73%-767.1pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,150 | $5,245-40.0% | $4,815-34.6% | $4,741-33.6% |
| Participant deferral / active EE | $5,105 | $7,801-34.6% | $7,448-31.5% | $6,401-20.2% |
| Admin fee / account holder | $9,882 | $11,568-14.6% | $10,007-1.2% | $11,429-13.5% |