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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 | $141,476 | $138,114+2.4% | $125,391+12.8% | $134,545+5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.10% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,495 | $5,246-71.5% | $4,816-69.0% | $4,742-68.5% |
| Participant deferral / active EE | $3,911 | $7,801-49.9% | $7,448-47.5% | $6,401-38.9% |
| Admin fee / account holder | $511 | $11,570-95.6% | $10,009-94.9% | $11,431-95.5% |