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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 | $142,783 | $138,114+3.4% | $125,391+13.9% | $134,545+6.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.41% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $12,171 | $5,246+132.0% | $4,816+152.7% | $4,742+156.7% |
| Participant deferral / active EE | $7,862 | $7,801+0.8% | $7,448+5.6% | $6,401+22.8% |
| Admin fee / account holder | $6,370 | $11,570-44.9% | $10,009-36.4% | $11,431-44.3% |