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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 | $146,409 | $138,102+6.0% | $125,381+16.8% | $134,532+8.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.93% | 750.73%-766.7pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,662 | $5,245-49.3% | $4,815-44.7% | $4,741-43.9% |
| Participant deferral / active EE | $8,379 | $7,801+7.4% | $7,448+12.5% | $6,401+30.9% |
| Admin fee / account holder | $580 | $11,568-95.0% | $10,007-94.2% | $11,429-94.9% |