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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 | $185,699 | $138,114+34.5% | $125,391+48.1% | $134,545+38.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.72% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $18,872 | $5,246+259.7% | $4,816+291.9% | $4,742+298.0% |
| Participant deferral / active EE | $6,594 | $7,801-15.5% | $7,448-11.5% | $6,401+3.0% |
| Admin fee / account holder | $15,335 | $11,570+32.5% | $10,009+53.2% | $11,431+34.2% |