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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 | $144,662 | $138,102+4.7% | $125,381+15.4% | $134,532+7.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,941 | $5,245-43.9% | $4,815-38.9% | $4,741-38.0% |
| Participant deferral / active EE | $3,413 | $7,801-56.3% | $7,448-54.2% | $6,401-46.7% |
| Admin fee / account holder | $16,667 | $11,568+44.1% | $10,007+66.5% | $11,429+45.8% |