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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 | $226,857 | $138,102+64.3% | $125,381+80.9% | $134,532+68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.71% | 750.73%-752.4pp | 572.31%-574.0pp | 418.27%-420.0pp |
| Employer contribution / active EE | $2,744 | $5,245-47.7% | $4,815-43.0% | $4,741-42.1% |
| Participant deferral / active EE | $3,430 | $7,801-56.0% | $7,448-53.9% | $6,401-46.4% |
| Admin fee / account holder | $1,415 | $11,568-87.8% | $10,007-85.9% | $11,429-87.6% |