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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 | $139,611 | $138,114+1.1% | $125,391+11.3% | $134,545+3.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.93% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $10,758 | $5,246+105.1% | $4,816+123.4% | $4,742+126.9% |
| Participant deferral / active EE | $6,650 | $7,801-14.7% | $7,448-10.7% | $6,401+3.9% |
| Admin fee / account holder | $4,381 | $11,570-62.1% | $10,009-56.2% | $11,431-61.7% |