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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 | $143,513 | $138,114+3.9% | $125,391+14.5% | $134,545+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.25% | 750.88%-765.1pp | 572.41%-586.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $9,007 | $5,246+71.7% | $4,816+87.0% | $4,742+90.0% |
| Participant deferral / active EE | $9,474 | $7,801+21.4% | $7,448+27.2% | $6,401+48.0% |
| Admin fee / account holder | $1,277 | $11,570-89.0% | $10,009-87.2% | $11,431-88.8% |