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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 | $248,705 | $138,114+80.1% | $125,391+98.3% | $134,545+84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.99% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $8,136 | $5,246+55.1% | $4,816+68.9% | $4,742+71.6% |
| Participant deferral / active EE | $10,032 | $7,801+28.6% | $7,448+34.7% | $6,401+56.7% |
| Admin fee / account holder | $29,089 | $11,570+151.4% | $10,009+190.6% | $11,431+154.5% |