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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 | $186,648 | $138,114+35.1% | $125,391+48.9% | $134,545+38.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.75% | 750.88%-767.6pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $23,866 | $5,246+354.9% | $4,816+395.6% | $4,742+403.3% |
| Participant deferral / active EE | $16,446 | $7,801+110.8% | $7,448+120.8% | $6,401+156.9% |
| Admin fee / account holder | $22,846 | $11,570+97.5% | $10,009+128.3% | $11,431+99.9% |