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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 | $155,210 | $138,114+12.4% | $125,391+23.8% | $134,545+15.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.28% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $9,389 | $5,246+79.0% | $4,816+95.0% | $4,742+98.0% |
| Participant deferral / active EE | $9,057 | $7,801+16.1% | $7,448+21.6% | $6,401+41.5% |
| Admin fee / account holder | $2,932 | $11,570-74.7% | $10,009-70.7% | $11,431-74.3% |