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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 | $144,818 | $138,114+4.9% | $125,391+15.5% | $134,545+7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.16% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $12,592 | $5,246+140.0% | $4,816+161.5% | $4,742+165.6% |
| Participant deferral / active EE | $10,565 | $7,801+35.4% | $7,448+41.8% | $6,401+65.0% |
| Admin fee / account holder | $13,751 | $11,570+18.8% | $10,009+37.4% | $11,431+20.3% |