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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 | $137,314 | $138,078-0.6% | $125,363+9.5% | $134,509+2.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.00% | 750.49%-765.5pp | 572.15%-587.1pp | 418.13%-433.1pp |
| Employer contribution / active EE | $4,702 | $5,245-10.3% | $4,815-2.3% | $4,741-0.8% |
| Participant deferral / active EE | $10,718 | $7,800+37.4% | $7,447+43.9% | $6,400+67.5% |
| Admin fee / account holder | $40,666 | $11,566+251.6% | $10,005+306.4% | $11,427+255.9% |