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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 | $189,908 | $138,078+37.5% | $125,363+51.5% | $134,509+41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.45% | 750.49%-767.9pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $3,149 | $5,245-40.0% | $4,815-34.6% | $4,741-33.6% |
| Participant deferral / active EE | $8,663 | $7,800+11.1% | $7,447+16.3% | $6,400+35.3% |
| Admin fee / account holder | $132,660 | $11,566+1047.0% | $10,005+1225.9% | $11,427+1061.0% |