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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 | $138,089 | $138,1020% | $125,381+10.1% | $134,532+2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.14% | 750.73%-761.9pp | 572.31%-583.4pp | 418.27%-429.4pp |
| Employer contribution / active EE | $4,310 | $5,245-17.8% | $4,815-10.5% | $4,741-9.1% |
| Participant deferral / active EE | $11,743 | $7,801+50.5% | $7,448+57.7% | $6,401+83.5% |
| Admin fee / account holder | $7,931 | $11,568-31.4% | $10,007-20.7% | $11,429-30.6% |