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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 | $159,919 | $138,114+15.8% | $125,391+27.5% | $134,545+18.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.38% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $3,520 | $5,246-32.9% | $4,816-26.9% | $4,742-25.8% |
| Participant deferral / active EE | $6,751 | $7,801-13.5% | $7,448-9.4% | $6,401+5.5% |
| Admin fee / account holder | $5,237 | $11,570-54.7% | $10,009-47.7% | $11,431-54.2% |