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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 | $163,984 | $138,102+18.7% | $125,381+30.8% | $134,532+21.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.91% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,210 | $5,245-76.9% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,810 | $11,568-67.1% | $10,007-61.9% | $11,429-66.7% |