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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 | $164,453 | $138,114+19.1% | $125,391+31.2% | $134,545+22.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.36% | 750.88%-760.2pp | 572.41%-581.8pp | 418.37%-427.7pp |
| Employer contribution / active EE | $4,202 | $5,246-19.9% | $4,816-12.7% | $4,742-11.4% |
| Participant deferral / active EE | $11,100 | $7,801+42.3% | $7,448+49.0% | $6,401+73.4% |
| Admin fee / account holder | $1,441 | $11,570-87.5% | $10,009-85.6% | $11,431-87.4% |