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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 | $203,800 | $138,102+47.6% | $125,381+62.5% | $134,532+51.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.77% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $10,988 | $5,245+109.5% | $4,815+128.2% | $4,741+131.8% |
| Participant deferral / active EE | $8,339 | $7,801+6.9% | $7,448+12.0% | $6,401+30.3% |
| Admin fee / account holder | $9,630 | $11,568-16.8% | $10,007-3.8% | $11,429-15.7% |