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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 | $148,542 | $138,102+7.6% | $125,381+18.5% | $134,532+10.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.18% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.4pp |
| Employer contribution / active EE | $3,565 | $5,245-32.0% | $4,815-26.0% | $4,741-24.8% |
| Participant deferral / active EE | $5,519 | $7,801-29.2% | $7,448-25.9% | $6,401-13.8% |
| Admin fee / account holder | $1,080 | $11,568-90.7% | $10,007-89.2% | $11,429-90.5% |