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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 | $149,672 | $138,078+8.4% | $125,363+19.4% | $134,509+11.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.04% | 750.49%-755.5pp | 572.15%-577.2pp | 418.13%-423.2pp |
| Employer contribution / active EE | $26,504 | $5,245+405.4% | $4,815+450.5% | $4,741+459.1% |
| Participant deferral / active EE | $12,189 | $7,800+56.3% | $7,447+63.7% | $6,400+90.4% |
| Admin fee / account holder | $8,645 | $11,566-25.3% | $10,005-13.6% | $11,427-24.3% |