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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 | $146,269 | $138,114+5.9% | $125,391+16.7% | $134,545+8.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.28% | 750.88%-771.2pp | 572.41%-592.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,627 | $5,246-30.9% | $4,816-24.7% | $4,742-23.5% |
| Participant deferral / active EE | $8,533 | $7,801+9.4% | $7,448+14.6% | $6,401+33.3% |
| Admin fee / account holder | $20,825 | $11,570+80.0% | $10,009+108.1% | $11,431+82.2% |