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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 | $152,639 | $138,114+10.5% | $125,391+21.7% | $134,545+13.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.39% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,171 | $5,246-39.6% | $4,816-34.2% | $4,742-33.1% |
| Participant deferral / active EE | $10,092 | $7,801+29.4% | $7,448+35.5% | $6,401+57.7% |
| Admin fee / account holder | $1,364 | $11,570-88.2% | $10,009-86.4% | $11,431-88.1% |