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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 | $138,102+7.7% | $125,381+18.7% | $134,532+10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $5,760 | $5,245+9.8% | $4,815+19.6% | $4,741+21.5% |
| Participant deferral / active EE | $19,725 | $7,801+152.9% | $7,448+164.8% | $6,401+208.2% |
| Admin fee / account holder | $16,658 | $11,568+44.0% | $10,007+66.5% | $11,429+45.8% |