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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 | $189,925 | $138,114+37.5% | $125,391+51.5% | $134,545+41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.68% | 750.88%-764.6pp | 572.41%-586.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $13,558 | $5,246+158.4% | $4,816+181.5% | $4,742+185.9% |
| Participant deferral / active EE | $10,083 | $7,801+29.3% | $7,448+35.4% | $6,401+57.5% |
| Admin fee / account holder | $32,192 | $11,570+178.2% | $10,009+221.6% | $11,431+181.6% |