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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 | $166,492 | $138,102+20.6% | $125,381+32.8% | $134,532+23.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.94% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $5,846 | $5,245+11.5% | $4,815+21.4% | $4,741+23.3% |
| Participant deferral / active EE | $6,050 | $7,801-22.4% | $7,448-18.8% | $6,401-5.5% |
| Admin fee / account holder | $2,361 | $11,568-79.6% | $10,007-76.4% | $11,429-79.3% |