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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 | $162,008 | $138,102+17.3% | $125,381+29.2% | $134,532+20.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.59% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $2,671 | $5,245-49.1% | $4,815-44.5% | $4,741-43.7% |
| Participant deferral / active EE | $8,562 | $7,801+9.8% | $7,448+15.0% | $6,401+33.8% |
| Admin fee / account holder | $2,615 | $11,568-77.4% | $10,007-73.9% | $11,429-77.1% |