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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 | $148,786 | $138,078+7.8% | $125,363+18.7% | $134,509+10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.49%-769.7pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $5,760 | $5,245+9.8% | $4,815+19.6% | $4,741+21.5% |
| Participant deferral / active EE | $19,725 | $7,800+152.9% | $7,447+164.9% | $6,400+208.2% |
| Admin fee / account holder | $16,658 | $11,566+44.0% | $10,005+66.5% | $11,427+45.8% |