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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 | $204,474 | $138,102+48.1% | $125,381+63.1% | $134,532+52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.49% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,732 | $5,245-67.0% | $4,815-64.0% | $4,741-63.5% |
| Participant deferral / active EE | $7,097 | $7,801-9.0% | $7,448-4.7% | $6,401+10.9% |
| Admin fee / account holder | $35,597 | $11,568+207.7% | $10,007+255.7% | $11,429+211.5% |