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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 | $152,960 | $138,114+10.7% | $125,391+22.0% | $134,545+13.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.79% | 750.88%-763.7pp | 572.41%-585.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $5,670 | $5,246+8.1% | $4,816+17.7% | $4,742+19.6% |
| Participant deferral / active EE | $5,210 | $7,801-33.2% | $7,448-30.0% | $6,401-18.6% |
| Admin fee / account holder | $594 | $11,570-94.9% | $10,009-94.1% | $11,431-94.8% |