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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 | $184,315 | $138,102+33.5% | $125,381+47.0% | $134,532+37.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.58% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $18,293 | $5,245+248.7% | $4,815+279.9% | $4,741+285.8% |
| Participant deferral / active EE | $8,133 | $7,801+4.3% | $7,448+9.2% | $6,401+27.1% |
| Admin fee / account holder | $884 | $11,568-92.4% | $10,007-91.2% | $11,429-92.3% |