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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 | $142,698 | $138,102+3.3% | $125,381+13.8% | $134,532+6.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.10% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $16,024 | $5,245+205.5% | $4,815+232.8% | $4,741+238.0% |
| Participant deferral / active EE | $14,130 | $7,801+81.1% | $7,448+89.7% | $6,401+120.8% |
| Admin fee / account holder | $5,776 | $11,568-50.1% | $10,007-42.3% | $11,429-49.5% |