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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 | $154,073 | $138,114+11.6% | $125,391+22.9% | $134,545+14.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.48% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $4,632 | $5,246-11.7% | $4,816-3.8% | $4,742-2.3% |
| Participant deferral / active EE | $7,683 | $7,801-1.5% | $7,448+3.1% | $6,401+20.0% |
| Admin fee / account holder | $8,498 | $11,570-26.6% | $10,009-15.1% | $11,431-25.7% |