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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 | $147,478 | $138,114+6.8% | $125,391+17.6% | $134,545+9.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.44% | 750.88%-764.3pp | 572.41%-585.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $6,926 | $5,246+32.0% | $4,816+43.8% | $4,742+46.1% |
| Participant deferral / active EE | $9,513 | $7,801+22.0% | $7,448+27.7% | $6,401+48.6% |
| Admin fee / account holder | $2,762 | $11,570-76.1% | $10,009-72.4% | $11,431-75.8% |