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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 | $170,404 | $138,114+23.4% | $125,391+35.9% | $134,545+26.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.02% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $15,425 | $5,246+194.0% | $4,816+220.3% | $4,742+225.3% |
| Participant deferral / active EE | $6,750 | $7,801-13.5% | $7,448-9.4% | $6,401+5.4% |
| Admin fee / account holder | $8,021 | $11,570-30.7% | $10,009-19.9% | $11,431-29.8% |