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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 | $169,874 | $138,114+23.0% | $125,391+35.5% | $134,545+26.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.00% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $6,293 | $5,246+20.0% | $4,816+30.7% | $4,742+32.7% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $2,002 | $11,570-82.7% | $10,009-80.0% | $11,431-82.5% |