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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 | $133,351 | $138,102-3.4% | $125,381+6.4% | $134,532-0.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.84% | 750.73%-770.6pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,436 | $5,245-72.6% | $4,815-70.2% | $4,741-69.7% |
| Participant deferral / active EE | $8,081 | $7,801+3.6% | $7,448+8.5% | $6,401+26.2% |
| Admin fee / account holder | $11,075 | $11,568-4.3% | $10,007+10.7% | $11,429-3.1% |