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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 | $200,404 | $138,114+45.1% | $125,391+59.8% | $134,545+48.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.48% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $3,368 | $5,246-35.8% | $4,816-30.1% | $4,742-29.0% |
| Participant deferral / active EE | $10,887 | $7,801+39.6% | $7,448+46.2% | $6,401+70.1% |
| Admin fee / account holder | $4,304 | $11,570-62.8% | $10,009-57.0% | $11,431-62.4% |