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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 | $193,127 | $138,102+39.8% | $125,381+54.0% | $134,532+43.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.92% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $2,373 | $5,245-54.8% | $4,815-50.7% | $4,741-49.9% |
| Participant deferral / active EE | $6,757 | $7,801-13.4% | $7,448-9.3% | $6,401+5.6% |
| Admin fee / account holder | $2,188 | $11,568-81.1% | $10,007-78.1% | $11,429-80.9% |