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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 | $212,876 | $138,114+54.1% | $125,391+69.8% | $134,545+58.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.50% | 750.88%-763.4pp | 572.41%-584.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $15,203 | $5,246+189.8% | $4,816+215.7% | $4,742+220.6% |
| Participant deferral / active EE | $9,367 | $7,801+20.1% | $7,448+25.8% | $6,401+46.3% |
| Admin fee / account holder | $1,137 | $11,570-90.2% | $10,009-88.6% | $11,431-90.1% |