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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 | $169,847 | $138,114+23.0% | $125,391+35.5% | $134,545+26.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.72% | 750.88%-764.6pp | 572.41%-586.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $5,502 | $5,246+4.9% | $4,816+14.3% | $4,742+16.0% |
| Participant deferral / active EE | $9,881 | $7,801+26.7% | $7,448+32.7% | $6,401+54.4% |
| Admin fee / account holder | $3,418 | $11,570-70.5% | $10,009-65.9% | $11,431-70.1% |