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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 | $148,047 | $138,114+7.2% | $125,391+18.1% | $134,545+10.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $5,727 | $5,246+9.2% | $4,816+18.9% | $4,742+20.8% |
| Participant deferral / active EE | $9,185 | $7,801+17.7% | $7,448+23.3% | $6,401+43.5% |
| Admin fee / account holder | $1,015 | $11,570-91.2% | $10,009-89.9% | $11,431-91.1% |