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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 | $200,487 | $138,114+45.2% | $125,391+59.9% | $134,545+49.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.62% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,267 | $5,246-37.7% | $4,816-32.2% | $4,742-31.1% |
| Participant deferral / active EE | $9,933 | $7,801+27.3% | $7,448+33.4% | $6,401+55.2% |
| Admin fee / account holder | $512 | $11,570-95.6% | $10,009-94.9% | $11,431-95.5% |