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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 | $158,346 | $138,068+14.7% | $125,358+26.3% | $134,493+17.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.92% | 750.30%-770.2pp | 572.03%-592.0pp | 418.01%-437.9pp |
| Employer contribution / active EE | $4,932 | $5,244-5.9% | $4,814+2.5% | $4,740+4.1% |
| Participant deferral / active EE | $16,364 | $7,799+109.8% | $7,447+119.7% | $6,400+155.7% |
| Admin fee / account holder | $1,406 | $11,568-87.8% | $10,007-86.0% | $11,425-87.7% |