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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 | $165,118 | $138,114+19.6% | $125,391+31.7% | $134,545+22.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.85% | 750.88%-759.7pp | 572.41%-581.3pp | 418.37%-427.2pp |
| Employer contribution / active EE | $8,787 | $5,246+67.5% | $4,816+82.5% | $4,742+85.3% |
| Participant deferral / active EE | $4,900 | $7,801-37.2% | $7,448-34.2% | $6,401-23.5% |
| Admin fee / account holder | $23,532 | $11,570+103.4% | $10,009+135.1% | $11,431+105.9% |