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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 | $137,385 | $138,078-0.5% | $125,363+9.6% | $134,509+2.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.06% | 750.49%-766.5pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,888 | $5,245-44.9% | $4,815-40.0% | $4,741-39.1% |
| Participant deferral / active EE | $11,430 | $7,800+46.5% | $7,447+53.5% | $6,400+78.6% |
| Admin fee / account holder | $10,882 | $11,566-5.9% | $10,005+8.8% | $11,427-4.8% |