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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 | $174,937 | $138,102+26.7% | $125,381+39.5% | $134,532+30.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.43% | 750.73%-763.2pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $4,870 | $5,245-7.2% | $4,815+1.1% | $4,741+2.7% |
| Participant deferral / active EE | $9,342 | $7,801+19.8% | $7,448+25.4% | $6,401+46.0% |
| Admin fee / account holder | $2,625 | $11,568-77.3% | $10,007-73.8% | $11,429-77.0% |