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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 | $217,625 | $138,114+57.6% | $125,391+73.6% | $134,545+61.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.92% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,078 | $5,246-41.3% | $4,816-36.1% | $4,742-35.1% |
| Participant deferral / active EE | $8,119 | $7,801+4.1% | $7,448+9.0% | $6,401+26.8% |
| Admin fee / account holder | $7,922 | $11,570-31.5% | $10,009-20.9% | $11,431-30.7% |