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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 | $208,654 | $138,102+51.1% | $125,381+66.4% | $134,532+55.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -9.90% | 750.73%-760.6pp | 572.31%-582.2pp | 418.27%-428.2pp |
| Employer contribution / active EE | $6,529 | $5,245+24.5% | $4,815+35.6% | $4,741+37.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $515,301 | $11,568+4354.5% | $10,007+5049.4% | $11,429+4408.9% |