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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 | $149,827 | $138,078+8.5% | $125,363+19.5% | $134,509+11.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.04% | 750.49%-767.5pp | 572.15%-589.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $5,158 | $5,245-1.7% | $4,815+7.1% | $4,741+8.8% |
| Participant deferral / active EE | $15,944 | $7,800+104.4% | $7,447+114.1% | $6,400+149.1% |
| Admin fee / account holder | $2,198 | $11,566-81.0% | $10,005-78.0% | $11,427-80.8% |