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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 | $143,191 | $138,078+3.7% | $125,363+14.2% | $134,509+6.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.18% | 750.49%-769.7pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $7,982 | $5,245+52.2% | $4,815+65.8% | $4,741+68.4% |
| Participant deferral / active EE | $35,100 | $7,800+350.0% | $7,447+371.3% | $6,400+448.4% |
| Admin fee / account holder | $1,257 | $11,566-89.1% | $10,005-87.4% | $11,427-89.0% |