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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 | $151,864 | $138,114+10.0% | $125,391+21.1% | $134,545+12.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.88%-769.9pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $8,149 | $5,246+55.3% | $4,816+69.2% | $4,742+71.9% |
| Participant deferral / active EE | $8,123 | $7,801+4.1% | $7,448+9.1% | $6,401+26.9% |
| Admin fee / account holder | $8,307 | $11,570-28.2% | $10,009-17.0% | $11,431-27.3% |