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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 | $241,672 | $138,102+75.0% | $125,381+92.7% | $134,532+79.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.61% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $15,062 | $5,245+187.1% | $4,815+212.8% | $4,741+217.7% |
| Participant deferral / active EE | $10,802 | $7,801+38.5% | $7,448+45.0% | $6,401+68.8% |
| Admin fee / account holder | $51,907 | $11,568+348.7% | $10,007+418.7% | $11,429+354.2% |