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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 | $179,491 | $138,114+30.0% | $125,391+43.1% | $134,545+33.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.15% | 750.88%-771.0pp | 572.41%-592.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $17,979 | $5,246+242.7% | $4,816+273.3% | $4,742+279.2% |
| Participant deferral / active EE | $13,601 | $7,801+74.3% | $7,448+82.6% | $6,401+112.5% |
| Admin fee / account holder | $453 | $11,570-96.1% | $10,009-95.5% | $11,431-96.0% |