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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 | $139,270 | $138,102+0.8% | $125,381+11.1% | $134,532+3.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,949 | $5,245-43.8% | $4,815-38.8% | $4,741-37.8% |
| Participant deferral / active EE | $10,259 | $7,801+31.5% | $7,448+37.8% | $6,401+60.3% |
| Admin fee / account holder | $6,308 | $11,568-45.5% | $10,007-37.0% | $11,429-44.8% |