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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 | $138,003 | $138,114-0.1% | $125,391+10.1% | $134,545+2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.71% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $7,160 | $5,246+36.5% | $4,816+48.7% | $4,742+51.0% |
| Participant deferral / active EE | $6,920 | $7,801-11.3% | $7,448-7.1% | $6,401+8.1% |
| Admin fee / account holder | $2,407 | $11,570-79.2% | $10,009-76.0% | $11,431-78.9% |