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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 | $145,053 | $138,102+5.0% | $125,381+15.7% | $134,532+7.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.02% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $13,779 | $5,245+162.7% | $4,815+186.2% | $4,741+190.6% |
| Participant deferral / active EE | $7,875 | $7,801+1.0% | $7,448+5.7% | $6,401+23.0% |
| Admin fee / account holder | $396 | $11,568-96.6% | $10,007-96.0% | $11,429-96.5% |