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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 | $238,642 | $138,102+72.8% | $125,381+90.3% | $134,532+77.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.88% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.1pp |
| Employer contribution / active EE | $3,041 | $5,245-42.0% | $4,815-36.8% | $4,741-35.9% |
| Participant deferral / active EE | $25,859 | $7,801+231.5% | $7,448+247.2% | $6,401+304.0% |
| Admin fee / account holder | $144,147 | $11,568+1146.1% | $10,007+1340.5% | $11,429+1161.3% |