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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 | $186,092 | $138,114+34.7% | $125,391+48.4% | $134,545+38.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.03% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $20,528 | $5,246+291.3% | $4,816+326.3% | $4,742+332.9% |
| Participant deferral / active EE | $19,091 | $7,801+144.7% | $7,448+156.3% | $6,401+198.2% |
| Admin fee / account holder | $939 | $11,570-91.9% | $10,009-90.6% | $11,431-91.8% |