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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 | $181,644 | $138,114+31.5% | $125,391+44.9% | $134,545+35.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.86% | 750.88%-763.7pp | 572.41%-585.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,616 | $5,246-69.2% | $4,816-66.4% | $4,742-65.9% |
| Participant deferral / active EE | $2,621 | $7,801-66.4% | $7,448-64.8% | $6,401-59.0% |
| Admin fee / account holder | $24,126 | $11,570+108.5% | $10,009+141.0% | $11,431+111.1% |