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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 | $150,306 | $138,102+8.8% | $125,381+19.9% | $134,532+11.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -12.90% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $3,880 | $5,245-26.0% | $4,815-19.4% | $4,741-18.2% |
| Participant deferral / active EE | $10,275 | $7,801+31.7% | $7,448+38.0% | $6,401+60.5% |
| Admin fee / account holder | $55,369 | $11,568+378.6% | $10,007+453.3% | $11,429+384.5% |