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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 | $161,463 | $138,114+16.9% | $125,391+28.8% | $134,545+20.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.90% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $4,324 | $5,246-17.6% | $4,816-10.2% | $4,742-8.8% |
| Participant deferral / active EE | $7,167 | $7,801-8.1% | $7,448-3.8% | $6,401+12.0% |
| Admin fee / account holder | $765 | $11,570-93.4% | $10,009-92.4% | $11,431-93.3% |