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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 | $166,287 | $138,102+20.4% | $125,381+32.6% | $134,532+23.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $5,127 | $5,245-2.2% | $4,815+6.5% | $4,741+8.1% |
| Participant deferral / active EE | $10,266 | $7,801+31.6% | $7,448+37.8% | $6,401+60.4% |
| Admin fee / account holder | $473 | $11,568-95.9% | $10,007-95.3% | $11,429-95.9% |