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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 | $144,741 | $138,078+4.8% | $125,363+15.5% | $134,509+7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.94% | 750.49%-766.4pp | 572.15%-588.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $4,116 | $5,245-21.5% | $4,815-14.5% | $4,741-13.2% |
| Participant deferral / active EE | $9,179 | $7,800+17.7% | $7,447+23.3% | $6,400+43.4% |
| Admin fee / account holder | $2,223 | $11,566-80.8% | $10,005-77.8% | $11,427-80.5% |