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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 | $249,705 | $138,114+80.8% | $125,391+99.1% | $134,545+85.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.46% | 750.88%-764.3pp | 572.41%-585.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $13,220 | $5,246+152.0% | $4,816+174.5% | $4,742+178.8% |
| Participant deferral / active EE | $14,574 | $7,801+86.8% | $7,448+95.7% | $6,401+127.7% |
| Admin fee / account holder | $82,736 | $11,570+615.1% | $10,009+726.6% | $11,431+623.8% |