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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 | $204,019 | $138,114+47.7% | $125,391+62.7% | $134,545+51.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.51% | 750.88%-763.4pp | 572.41%-584.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $2,206 | $5,246-58.0% | $4,816-54.2% | $4,742-53.5% |
| Participant deferral / active EE | $9,740 | $7,801+24.9% | $7,448+30.8% | $6,401+52.2% |
| Admin fee / account holder | $63,934 | $11,570+452.6% | $10,009+538.8% | $11,431+459.3% |