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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 | $138,135 | $138,1140% | $125,391+10.2% | $134,545+2.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.35% | 750.88%-768.2pp | 572.41%-589.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $6,290 | $5,246+19.9% | $4,816+30.6% | $4,742+32.7% |
| Participant deferral / active EE | $11,787 | $7,801+51.1% | $7,448+58.3% | $6,401+84.1% |
| Admin fee / account holder | $1,953 | $11,570-83.1% | $10,009-80.5% | $11,431-82.9% |