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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 | $151,306 | $138,102+9.6% | $125,381+20.7% | $134,532+12.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,907 | $5,245-25.5% | $4,815-18.9% | $4,741-17.6% |
| Participant deferral / active EE | $9,454 | $7,801+21.2% | $7,448+26.9% | $6,401+47.7% |
| Admin fee / account holder | $2,909 | $11,568-74.9% | $10,007-70.9% | $11,429-74.5% |