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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 | $146,663 | $138,114+6.2% | $125,391+17.0% | $134,545+9.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.53% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $1,398 | $5,246-73.4% | $4,816-71.0% | $4,742-70.5% |
| Participant deferral / active EE | $9,058 | $7,801+16.1% | $7,448+21.6% | $6,401+41.5% |
| Admin fee / account holder | $2,272 | $11,570-80.4% | $10,009-77.3% | $11,431-80.1% |