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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 | $147,893 | $138,114+7.1% | $125,391+17.9% | $134,545+9.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.85% | 750.88%-765.7pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $8,380 | $5,246+59.7% | $4,816+74.0% | $4,742+76.7% |
| Participant deferral / active EE | $10,716 | $7,801+37.4% | $7,448+43.9% | $6,401+67.4% |
| Admin fee / account holder | $57,568 | $11,570+397.6% | $10,009+475.2% | $11,431+403.6% |