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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 | $155,026 | $138,114+12.2% | $125,391+23.6% | $134,545+15.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.40% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $23,077 | $5,246+339.9% | $4,816+379.2% | $4,742+386.7% |
| Participant deferral / active EE | $18,000 | $7,801+130.7% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $1,582 | $11,570-86.3% | $10,009-84.2% | $11,431-86.2% |