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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 | $198,446 | $138,102+43.7% | $125,381+58.3% | $134,532+47.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.65% | 750.73%-752.4pp | 572.31%-574.0pp | 418.27%-419.9pp |
| Employer contribution / active EE | $7,773 | $5,245+48.2% | $4,815+61.4% | $4,741+64.0% |
| Participant deferral / active EE | $11,748 | $7,801+50.6% | $7,448+57.7% | $6,401+83.5% |
| Admin fee / account holder | $4,778 | $11,568-58.7% | $10,007-52.3% | $11,429-58.2% |