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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 | $162,541 | $138,102+17.7% | $125,381+29.6% | $134,532+20.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.84% | 750.73%-768.6pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $5,167 | $5,245-1.5% | $4,815+7.3% | $4,741+9.0% |
| Participant deferral / active EE | $18,446 | $7,801+136.5% | $7,448+147.7% | $6,401+188.2% |
| Admin fee / account holder | $6,940 | $11,568-40.0% | $10,007-30.6% | $11,429-39.3% |