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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 | $197,349 | $138,114+42.9% | $125,391+57.4% | $134,545+46.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.91% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $3,517 | $5,246-33.0% | $4,816-27.0% | $4,742-25.8% |
| Participant deferral / active EE | $5,660 | $7,801-27.4% | $7,448-24.0% | $6,401-11.6% |
| Admin fee / account holder | $2,956 | $11,570-74.4% | $10,009-70.5% | $11,431-74.1% |