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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 | $137,009 | $138,078-0.8% | $125,363+9.3% | $134,509+1.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.63% | 750.49%-760.1pp | 572.15%-581.8pp | 418.13%-427.8pp |
| Employer contribution / active EE | $7,104 | $5,245+35.5% | $4,815+47.5% | $4,741+49.9% |
| Participant deferral / active EE | $5,518 | $7,800-29.3% | $7,447-25.9% | $6,400-13.8% |
| Admin fee / account holder | $1,656 | $11,566-85.7% | $10,005-83.5% | $11,427-85.5% |