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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 | $148,840 | $138,114+7.8% | $125,391+18.7% | $134,545+10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.74% | 750.88%-769.6pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $20,318 | $5,246+287.3% | $4,816+321.9% | $4,742+328.5% |
| Participant deferral / active EE | $15,063 | $7,801+93.1% | $7,448+102.2% | $6,401+135.3% |
| Admin fee / account holder | $9,348 | $11,570-19.2% | $10,009-6.6% | $11,431-18.2% |