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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 | $216,522 | $138,102+56.8% | $125,381+72.7% | $134,532+60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.51% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $11,960 | $5,245+128.0% | $4,815+148.4% | $4,741+152.3% |
| Participant deferral / active EE | $10,439 | $7,801+33.8% | $7,448+40.2% | $6,401+63.1% |
| Admin fee / account holder | $885 | $11,568-92.3% | $10,007-91.2% | $11,429-92.3% |