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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 | $139,996 | $138,102+1.4% | $125,381+11.7% | $134,532+4.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.91% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $15,000 | $5,245+186.0% | $4,815+211.5% | $4,741+216.4% |
| Participant deferral / active EE | $16,500 | $7,801+111.5% | $7,448+121.5% | $6,401+157.8% |
| Admin fee / account holder | $1,502 | $11,568-87.0% | $10,007-85.0% | $11,429-86.9% |