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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 | $173,566 | $138,114+25.7% | $125,391+38.4% | $134,545+29.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.25% | 750.88%-767.1pp | 572.41%-588.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,266 | $5,246-18.7% | $4,816-11.4% | $4,742-10.0% |
| Participant deferral / active EE | $9,513 | $7,801+21.9% | $7,448+27.7% | $6,401+48.6% |
| Admin fee / account holder | $571 | $11,570-95.1% | $10,009-94.3% | $11,431-95.0% |