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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 | $154,839 | $138,102+12.1% | $125,381+23.5% | $134,532+15.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.30% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $7,836 | $5,245+49.4% | $4,815+62.7% | $4,741+65.3% |
| Participant deferral / active EE | $13,571 | $7,801+74.0% | $7,448+82.2% | $6,401+112.0% |
| Admin fee / account holder | $917 | $11,568-92.1% | $10,007-90.8% | $11,429-92.0% |