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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 | $155,648 | $138,102+12.7% | $125,381+24.1% | $134,532+15.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.81% | 750.73%-762.5pp | 572.31%-584.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $3,626 | $5,245-30.9% | $4,815-24.7% | $4,741-23.5% |
| Participant deferral / active EE | $13,411 | $7,801+71.9% | $7,448+80.1% | $6,401+109.5% |
| Admin fee / account holder | $3,135 | $11,568-72.9% | $10,007-68.7% | $11,429-72.6% |