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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 | $211,468 | $138,068+53.2% | $125,358+68.7% | $134,493+57.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.01% | 750.30%-764.3pp | 572.03%-586.0pp | 418.01%-432.0pp |
| Employer contribution / active EE | $9,449 | $5,244+80.2% | $4,814+96.3% | $4,740+99.4% |
| Participant deferral / active EE | $12,096 | $7,799+55.1% | $7,447+62.4% | $6,400+89.0% |
| Admin fee / account holder | $10,633 | $11,568-8.1% | $10,007+6.3% | $11,425-6.9% |