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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 | $164,810 | $138,068+19.4% | $125,358+31.5% | $134,493+22.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.99% | 750.30%-759.3pp | 572.03%-581.0pp | 418.01%-427.0pp |
| Employer contribution / active EE | $9,668 | $5,244+84.4% | $4,814+100.8% | $4,740+104.0% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $1,169 | $11,568-89.9% | $10,007-88.3% | $11,425-89.8% |