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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 | $186,369 | $138,114+34.9% | $125,391+48.6% | $134,545+38.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.65% | 750.88%-768.5pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,729 | $5,246-48.0% | $4,816-43.3% | $4,742-42.4% |
| Participant deferral / active EE | $20,041 | $7,801+156.9% | $7,448+169.1% | $6,401+213.1% |
| Admin fee / account holder | $26,990 | $11,570+133.3% | $10,009+169.7% | $11,431+136.1% |