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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 | $138,078+32.5% | $125,363+46.0% | $134,509+36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.65% | 750.49%-769.1pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $9,549 | $5,245+82.1% | $4,815+98.3% | $4,741+101.4% |
| Participant deferral / active EE | $12,750 | $7,800+63.5% | $7,447+71.2% | $6,400+99.2% |
| Admin fee / account holder | $14,425 | $11,566+24.7% | $10,005+44.2% | $11,427+26.2% |