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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 | $150,454 | $138,114+8.9% | $125,391+20.0% | $134,545+11.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.67% | 750.88%-762.6pp | 572.41%-584.1pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,897 | $5,246-63.8% | $4,816-60.6% | $4,742-60.0% |
| Participant deferral / active EE | $7,354 | $7,801-5.7% | $7,448-1.3% | $6,401+14.9% |
| Admin fee / account holder | $2,039 | $11,570-82.4% | $10,009-79.6% | $11,431-82.2% |