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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 | $213,035 | $138,114+54.2% | $125,391+69.9% | $134,545+58.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.04% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $10,153 | $5,246+93.5% | $4,816+110.8% | $4,742+114.1% |
| Participant deferral / active EE | $11,853 | $7,801+51.9% | $7,448+59.1% | $6,401+85.2% |
| Admin fee / account holder | $7,356 | $11,570-36.4% | $10,009-26.5% | $11,431-35.7% |