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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 | $144,321 | $138,078+4.5% | $125,363+15.1% | $134,509+7.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.41% | 750.49%-764.9pp | 572.15%-586.6pp | 418.13%-432.5pp |
| Employer contribution / active EE | $3,630 | $5,245-30.8% | $4,815-24.6% | $4,741-23.4% |
| Participant deferral / active EE | $10,161 | $7,800+30.3% | $7,447+36.4% | $6,400+58.8% |
| Admin fee / account holder | $18,736 | $11,566+62.0% | $10,005+87.3% | $11,427+64.0% |