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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 | $148,762 | $138,114+7.7% | $125,391+18.6% | $134,545+10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.66% | 750.88%-770.5pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,092 | $5,246-60.1% | $4,816-56.6% | $4,742-55.9% |
| Participant deferral / active EE | $7,328 | $7,801-6.1% | $7,448-1.6% | $6,401+14.5% |
| Admin fee / account holder | $2,073 | $11,570-82.1% | $10,009-79.3% | $11,431-81.9% |