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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 | $202,726 | $138,114+46.8% | $125,391+61.7% | $134,545+50.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.45% | 750.88%-768.3pp | 572.41%-589.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,312 | $5,246-55.9% | $4,816-52.0% | $4,742-51.2% |
| Participant deferral / active EE | $19,210 | $7,801+146.2% | $7,448+157.9% | $6,401+200.1% |
| Admin fee / account holder | $16,077 | $11,570+39.0% | $10,009+60.6% | $11,431+40.6% |