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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 | $160,777 | $138,102+16.4% | $125,381+28.2% | $134,532+19.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.81% | 750.73%-763.5pp | 572.31%-585.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $5,709 | $5,245+8.8% | $4,815+18.6% | $4,741+20.4% |
| Participant deferral / active EE | $4,892 | $7,801-37.3% | $7,448-34.3% | $6,401-23.6% |
| Admin fee / account holder | $8,750 | $11,568-24.4% | $10,007-12.6% | $11,429-23.4% |