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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 | $202,742 | $190,862+6.2% | $159,991+26.7% | $134,509+50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.51% | 552.59%-563.1pp | 408.82%-419.3pp | 418.13%-428.6pp |
| Employer contribution / active EE | $1,000 | $4,995-80.0% | $4,225-76.3% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,957 | $10,495+52.0% | $8,715+83.1% | $11,427+39.6% |