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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 | $221,985 | $138,102+60.7% | $125,381+77.0% | $134,532+65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.14% | 750.73%-768.9pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $5,833 | $5,245+11.2% | $4,815+21.1% | $4,741+23.0% |
| Participant deferral / active EE | $8,429 | $7,801+8.1% | $7,448+13.2% | $6,401+31.7% |
| Admin fee / account holder | $16,817 | $11,568+45.4% | $10,007+68.1% | $11,429+47.2% |