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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 | $143,538 | $160,059-10.3% | $140,019+2.5% | $135,382+6.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.86% | 911.44%-916.3pp | 651.15%-656.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $10,316 | $6,420+60.7% | $5,605+84.0% | $4,779+115.9% |
| Participant deferral / active EE | $11,433 | $7,641+49.6% | $6,927+65.1% | $5,609+103.8% |
| Admin fee / account holder | $22,513 | $13,328+68.9% | $10,705+110.3% | $10,829+107.9% |