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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 | $151,465 | $138,102+9.7% | $125,381+20.8% | $134,532+12.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.67% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,321 | $5,245-55.8% | $4,815-51.8% | $4,741-51.0% |
| Participant deferral / active EE | $7,804 | $7,8010% | $7,448+4.8% | $6,401+21.9% |
| Admin fee / account holder | $14,207 | $11,568+22.8% | $10,007+42.0% | $11,429+24.3% |