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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 | $138,463 | $138,102+0.3% | $125,381+10.4% | $134,532+2.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.21% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $10,548 | $5,245+101.1% | $4,815+119.1% | $4,741+122.5% |
| Participant deferral / active EE | $10,862 | $7,801+39.2% | $7,448+45.8% | $6,401+69.7% |
| Admin fee / account holder | $5,438 | $11,568-53.0% | $10,007-45.7% | $11,429-52.4% |