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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 | $221,389 | $138,114+60.3% | $125,391+76.6% | $134,545+64.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.00% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $14,444 | $5,246+175.3% | $4,816+199.9% | $4,742+204.6% |
| Participant deferral / active EE | $10,056 | $7,801+28.9% | $7,448+35.0% | $6,401+57.1% |
| Admin fee / account holder | $2,340 | $11,570-79.8% | $10,009-76.6% | $11,431-79.5% |