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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 | $150,291 | $138,114+8.8% | $125,391+19.9% | $134,545+11.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.85% | 750.88%-764.7pp | 572.41%-586.3pp | 418.37%-432.2pp |
| Employer contribution / active EE | $4,167 | $5,246-20.6% | $4,816-13.5% | $4,742-12.1% |
| Participant deferral / active EE | $5,403 | $7,801-30.7% | $7,448-27.5% | $6,401-15.6% |
| Admin fee / account holder | $5,015 | $11,570-56.7% | $10,009-49.9% | $11,431-56.1% |