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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 | $208,920 | $138,114+51.3% | $125,391+66.6% | $134,545+55.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.81% | 750.88%-762.7pp | 572.41%-584.2pp | 418.37%-430.2pp |
| Employer contribution / active EE | $16,812 | $5,246+220.5% | $4,816+249.1% | $4,742+254.6% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $1,114 | $11,570-90.4% | $10,009-88.9% | $11,431-90.3% |