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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 | $159,265 | $138,102+15.3% | $125,381+27.0% | $134,532+18.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $5,399 | $5,245+2.9% | $4,815+12.1% | $4,741+13.9% |
| Participant deferral / active EE | $14,250 | $7,801+82.7% | $7,448+91.3% | $6,401+122.6% |
| Admin fee / account holder | $532 | $11,568-95.4% | $10,007-94.7% | $11,429-95.3% |