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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 | $206,295 | $160,059+28.9% | $140,019+47.3% | $135,380+52.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.91% | 911.48%-914.4pp | 651.17%-654.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,101 | $6,420-67.3% | $5,605-62.5% | $4,779-56.0% |
| Participant deferral / active EE | $9,039 | $7,641+18.3% | $6,927+30.5% | $5,609+61.2% |
| Admin fee / account holder | $2,547 | $13,328-80.9% | $10,705-76.2% | $10,828-76.5% |