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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 | $150,903 | $138,114+9.3% | $125,391+20.3% | $134,545+12.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.65% | 750.88%-770.5pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $15,675 | $5,246+198.8% | $4,816+225.5% | $4,742+230.6% |
| Participant deferral / active EE | $9,940 | $7,801+27.4% | $7,448+33.4% | $6,401+55.3% |
| Admin fee / account holder | $2,814 | $11,570-75.7% | $10,009-71.9% | $11,431-75.4% |