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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 | $216,471 | $138,102+56.7% | $125,381+72.7% | $134,532+60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.77% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,311 | $5,245-36.9% | $4,815-31.2% | $4,741-30.2% |
| Participant deferral / active EE | $10,671 | $7,801+36.8% | $7,448+43.3% | $6,401+66.7% |
| Admin fee / account holder | $954 | $11,568-91.7% | $10,007-90.5% | $11,429-91.6% |