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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 | $209,789 | $138,102+51.9% | $125,381+67.3% | $134,532+55.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.86% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $12,034 | $5,245+129.4% | $4,815+149.9% | $4,741+153.8% |
| Participant deferral / active EE | $15,512 | $7,801+98.9% | $7,448+108.3% | $6,401+142.3% |
| Admin fee / account holder | $6,551 | $11,568-43.4% | $10,007-34.5% | $11,429-42.7% |