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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 | $146,370 | $138,102+6.0% | $125,381+16.7% | $134,532+8.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.13% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $5,594 | $5,245+6.6% | $4,815+16.2% | $4,741+18.0% |
| Participant deferral / active EE | $6,563 | $7,801-15.9% | $7,448-11.9% | $6,401+2.5% |
| Admin fee / account holder | $3,652 | $11,568-68.4% | $10,007-63.5% | $11,429-68.0% |