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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 | $138,078-9.0% | $125,363+0.3% | $134,509-6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.49%-767.3pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $5,184 | $5,245-1.2% | $4,815+7.7% | $4,741+9.4% |
| Participant deferral / active EE | $8,002 | $7,800+2.6% | $7,447+7.5% | $6,400+25.0% |
| Admin fee / account holder | $15,438 | $11,566+33.5% | $10,005+54.3% | $11,427+35.1% |