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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 | $144,596 | $138,078+4.7% | $125,363+15.3% | $134,509+7.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.28% | 750.49%-763.8pp | 572.15%-585.4pp | 418.13%-431.4pp |
| Employer contribution / active EE | $9,558 | $5,245+82.2% | $4,815+98.5% | $4,741+101.6% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,284 | $11,566-37.0% | $10,005-27.2% | $11,427-36.3% |