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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 | $213,305 | $138,114+54.4% | $125,391+70.1% | $134,545+58.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.76% | 750.88%-762.6pp | 572.41%-584.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,985 | $5,246-62.2% | $4,816-58.8% | $4,742-58.1% |
| Participant deferral / active EE | $11,014 | $7,801+41.2% | $7,448+47.9% | $6,401+72.1% |
| Admin fee / account holder | $7,914 | $11,570-31.6% | $10,009-20.9% | $11,431-30.8% |