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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 | $139,026 | $138,102+0.7% | $125,381+10.9% | $134,532+3.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.55% | 750.73%-759.3pp | 572.31%-580.9pp | 418.27%-426.8pp |
| Employer contribution / active EE | $3,501 | $5,245-33.3% | $4,815-27.3% | $4,741-26.2% |
| Participant deferral / active EE | $6,811 | $7,801-12.7% | $7,448-8.6% | $6,401+6.4% |
| Admin fee / account holder | $3,333 | $11,568-71.2% | $10,007-66.7% | $11,429-70.8% |