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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 | $182,984 | $138,114+32.5% | $125,391+45.9% | $134,545+36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.65% | 750.88%-769.5pp | 572.41%-591.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $9,549 | $5,246+82.0% | $4,816+98.3% | $4,742+101.4% |
| Participant deferral / active EE | $12,750 | $7,801+63.4% | $7,448+71.2% | $6,401+99.2% |
| Admin fee / account holder | $14,425 | $11,570+24.7% | $10,009+44.1% | $11,431+26.2% |