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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 | $157,717 | $138,102+14.2% | $125,381+25.8% | $134,532+17.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.84% | 750.73%-770.6pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $4,227 | $5,245-19.4% | $4,815-12.2% | $4,741-10.8% |
| Participant deferral / active EE | $17,351 | $7,801+122.4% | $7,448+133.0% | $6,401+171.1% |
| Admin fee / account holder | $62,676 | $11,568+441.8% | $10,007+526.3% | $11,429+448.4% |