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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 | $170,764 | $160,059+6.7% | $140,019+22.0% | $135,380+26.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.73% | 911.48%-915.2pp | 651.17%-654.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $10,764 | $6,420+67.7% | $5,605+92.0% | $4,779+125.2% |
| Participant deferral / active EE | $10,621 | $7,641+39.0% | $6,927+53.3% | $5,609+89.4% |
| Admin fee / account holder | $2,114 | $13,328-84.1% | $10,705-80.3% | $10,828-80.5% |