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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 | $205,557 | $138,114+48.8% | $125,391+63.9% | $134,545+52.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.58% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $10,579 | $5,246+101.7% | $4,816+119.7% | $4,742+123.1% |
| Participant deferral / active EE | $7,219 | $7,801-7.5% | $7,448-3.1% | $6,401+12.8% |
| Admin fee / account holder | $1,363 | $11,570-88.2% | $10,009-86.4% | $11,431-88.1% |