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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 | $195,320 | $138,114+41.4% | $125,391+55.8% | $134,545+45.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.25% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $8,022 | $5,246+52.9% | $4,816+66.6% | $4,742+69.2% |
| Participant deferral / active EE | $10,986 | $7,801+40.8% | $7,448+47.5% | $6,401+71.6% |
| Admin fee / account holder | $458,828 | $11,570+3865.6% | $10,009+4484.3% | $11,431+3914.0% |