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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 | $203,889 | $138,102+47.6% | $125,381+62.6% | $134,532+51.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.19% | 750.73%-759.9pp | 572.31%-581.5pp | 418.27%-427.5pp |
| Employer contribution / active EE | $7,149 | $5,245+36.3% | $4,815+48.5% | $4,741+50.8% |
| Participant deferral / active EE | $8,818 | $7,801+13.0% | $7,448+18.4% | $6,401+37.8% |
| Admin fee / account holder | $60,185 | $11,568+420.3% | $10,007+501.4% | $11,429+426.6% |