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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 | $235,316 | $138,114+70.4% | $125,391+87.7% | $134,545+74.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,656 | $5,246-30.3% | $4,816-24.1% | $4,742-22.9% |
| Participant deferral / active EE | $12,261 | $7,801+57.2% | $7,448+64.6% | $6,401+91.5% |
| Admin fee / account holder | $396 | $11,570-96.6% | $10,009-96.0% | $11,431-96.5% |