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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 | $125,677 | $138,102-9.0% | $125,381+0.2% | $134,532-6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $5,184 | $5,245-1.2% | $4,815+7.7% | $4,741+9.3% |
| Participant deferral / active EE | $8,002 | $7,801+2.6% | $7,448+7.4% | $6,401+25.0% |
| Admin fee / account holder | $15,438 | $11,568+33.5% | $10,007+54.3% | $11,429+35.1% |