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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 | $219,309 | $138,114+58.8% | $125,391+74.9% | $134,545+63.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.94% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $1,909 | $5,246-63.6% | $4,816-60.4% | $4,742-59.7% |
| Participant deferral / active EE | $5,745 | $7,801-26.4% | $7,448-22.9% | $6,401-10.3% |
| Admin fee / account holder | $5,702 | $11,570-50.7% | $10,009-43.0% | $11,431-50.1% |