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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 | $157,719 | $135,645+16.3% | $110,243+43.1% | $135,380+16.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.69% | 513.24%-521.9pp | 314.76%-323.4pp | 519.81%-528.5pp |
| Employer contribution / active EE | $8,626 | $4,907+75.8% | $3,827+125.4% | $4,779+80.5% |
| Participant deferral / active EE | $7,049 | $5,507+28.0% | $4,672+50.9% | $5,609+25.7% |
| Admin fee / account holder | $10,312 | $11,458-10.0% | $8,548+20.6% | $10,828-4.8% |