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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 | $229,262 | $131,835+73.9% | $108,582+111.1% | $273,972-16.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 100.81% | -91.57%+192.4pp | -51.70%+152.5pp | 41.46%+59.4pp |
| Employer contribution / active EE | $3,398 | $4,913-30.8% | $3,758-9.6% | $4,869-30.2% |
| Participant deferral / active EE | $9,027 | $5,127+76.1% | $4,311+109.4% | $5,287+70.7% |
| Admin fee / account holder | $10,170 | $10,253-0.8% | $7,645+33.0% | $10,133+0.4% |