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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 | $142,502 | $138,078+3.2% | $125,363+13.7% | $134,509+5.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.01% | 750.49%-767.5pp | 572.15%-589.2pp | 418.13%-435.1pp |
| Employer contribution / active EE | $11,409 | $5,245+117.5% | $4,815+137.0% | $4,741+140.7% |
| Participant deferral / active EE | $7,928 | $7,800+1.6% | $7,447+6.5% | $6,400+23.9% |
| Admin fee / account holder | $1,513 | $11,566-86.9% | $10,005-84.9% | $11,427-86.8% |