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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 | $174,430 | $138,114+26.3% | $125,391+39.1% | $134,545+29.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.49% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $13,343 | $5,246+154.3% | $4,816+177.1% | $4,742+181.4% |
| Participant deferral / active EE | $5,000 | $7,801-35.9% | $7,448-32.9% | $6,401-21.9% |
| Admin fee / account holder | $8,730 | $11,570-24.5% | $10,009-12.8% | $11,431-23.6% |