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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 | $191,865 | $138,102+38.9% | $125,381+53.0% | $134,532+42.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.28% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $5,216 | $5,245-0.6% | $4,815+8.3% | $4,741+10.0% |
| Participant deferral / active EE | $11,585 | $7,801+48.5% | $7,448+55.6% | $6,401+81.0% |
| Admin fee / account holder | $2,997 | $11,568-74.1% | $10,007-70.1% | $11,429-73.8% |