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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 | $205,185 | $138,078+48.6% | $125,363+63.7% | $134,509+52.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.26% | 750.49%-764.7pp | 572.15%-586.4pp | 418.13%-432.4pp |
| Employer contribution / active EE | $7,022 | $5,245+33.9% | $4,815+45.8% | $4,741+48.1% |
| Participant deferral / active EE | $7,097 | $7,800-9.0% | $7,447-4.7% | $6,400+10.9% |
| Admin fee / account holder | $581 | $11,566-95.0% | $10,005-94.2% | $11,427-94.9% |