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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 | $239,266 | $138,114+73.2% | $125,391+90.8% | $134,545+77.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.61% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $10,918 | $5,246+108.1% | $4,816+126.7% | $4,742+130.3% |
| Participant deferral / active EE | $17,318 | $7,801+122.0% | $7,448+132.5% | $6,401+170.5% |
| Admin fee / account holder | $1,866 | $11,570-83.9% | $10,009-81.4% | $11,431-83.7% |