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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 | $150,990 | $138,102+9.3% | $125,381+20.4% | $134,532+12.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.45% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,724 | $5,245-29.0% | $4,815-22.7% | $4,741-21.5% |
| Participant deferral / active EE | $7,242 | $7,801-7.2% | $7,448-2.8% | $6,401+13.1% |
| Admin fee / account holder | $3,040 | $11,568-73.7% | $10,007-69.6% | $11,429-73.4% |