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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 | $156,959 | $138,114+13.6% | $125,391+25.2% | $134,545+16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.03% | 750.88%-762.9pp | 572.41%-584.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $7,365 | $5,246+40.4% | $4,816+52.9% | $4,742+55.3% |
| Participant deferral / active EE | $3,605 | $7,801-53.8% | $7,448-51.6% | $6,401-43.7% |
| Admin fee / account holder | $1,123 | $11,570-90.3% | $10,009-88.8% | $11,431-90.2% |