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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 | $160,964 | $138,078+16.6% | $125,363+28.4% | $134,509+19.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.37% | 750.49%-757.9pp | 572.15%-579.5pp | 418.13%-425.5pp |
| Employer contribution / active EE | $4,119 | $5,245-21.5% | $4,815-14.4% | $4,741-13.1% |
| Participant deferral / active EE | $6,555 | $7,800-16.0% | $7,447-12.0% | $6,400+2.4% |
| Admin fee / account holder | $1,998 | $11,566-82.7% | $10,005-80.0% | $11,427-82.5% |