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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 | $141,251 | $138,114+2.3% | $125,391+12.6% | $134,545+5.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.95% | 750.88%-764.8pp | 572.41%-586.4pp | 418.37%-432.3pp |
| Employer contribution / active EE | $16,462 | $5,246+213.8% | $4,816+241.8% | $4,742+247.2% |
| Participant deferral / active EE | $7,873 | $7,801+0.9% | $7,448+5.7% | $6,401+23.0% |
| Admin fee / account holder | $6,722 | $11,570-41.9% | $10,009-32.8% | $11,431-41.2% |