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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 | $145,595 | $138,102+5.4% | $125,381+16.1% | $134,532+8.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.94% | 750.73%-767.7pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $4,339 | $5,245-17.3% | $4,815-9.9% | $4,741-8.5% |
| Participant deferral / active EE | $9,053 | $7,801+16.1% | $7,448+21.5% | $6,401+41.4% |
| Admin fee / account holder | $1,293 | $11,568-88.8% | $10,007-87.1% | $11,429-88.7% |