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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 | $147,300 | $138,102+6.7% | $125,381+17.5% | $134,532+9.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.47% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $19,910 | $5,245+279.6% | $4,815+313.5% | $4,741+320.0% |
| Participant deferral / active EE | $15,718 | $7,801+101.5% | $7,448+111.0% | $6,401+145.6% |
| Admin fee / account holder | $1,572 | $11,568-86.4% | $10,007-84.3% | $11,429-86.2% |