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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 | $213,740 | $138,102+54.8% | $125,381+70.5% | $134,532+58.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.48% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $7,640 | $5,245+45.6% | $4,815+58.7% | $4,741+61.1% |
| Participant deferral / active EE | $9,546 | $7,801+22.4% | $7,448+28.2% | $6,401+49.1% |
| Admin fee / account holder | $81,222 | $11,568+602.1% | $10,007+711.6% | $11,429+610.7% |