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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 | $144,046 | $138,114+4.3% | $125,391+14.9% | $134,545+7.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.18% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,222 | $5,246-19.5% | $4,816-12.3% | $4,742-11.0% |
| Participant deferral / active EE | $4,222 | $7,801-45.9% | $7,448-43.3% | $6,401-34.0% |
| Admin fee / account holder | $6,184 | $11,570-46.6% | $10,009-38.2% | $11,431-45.9% |