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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 | $171,410 | $138,114+24.1% | $125,391+36.7% | $134,545+27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.33% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $8,146 | $5,246+55.3% | $4,816+69.1% | $4,742+71.8% |
| Participant deferral / active EE | $7,818 | $7,801+0.2% | $7,448+5.0% | $6,401+22.1% |
| Admin fee / account holder | $7,608 | $11,570-34.2% | $10,009-24.0% | $11,431-33.4% |