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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 | $215,845 | $138,068+56.3% | $125,358+72.2% | $134,493+60.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.88% | 750.30%-764.2pp | 572.03%-585.9pp | 418.01%-431.9pp |
| Employer contribution / active EE | $11,208 | $5,244+113.7% | $4,814+132.8% | $4,740+136.4% |
| Participant deferral / active EE | $10,133 | $7,799+29.9% | $7,447+36.1% | $6,400+58.3% |
| Admin fee / account holder | $3,074 | $11,568-73.4% | $10,007-69.3% | $11,425-73.1% |