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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 | $156,636 | $138,114+13.4% | $125,391+24.9% | $134,545+16.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.15% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $19,242 | $5,246+266.8% | $4,816+299.6% | $4,742+305.8% |
| Participant deferral / active EE | $7,264 | $7,801-6.9% | $7,448-2.5% | $6,401+13.5% |
| Admin fee / account holder | $1,644 | $11,570-85.8% | $10,009-83.6% | $11,431-85.6% |