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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 | $241,097 | $138,114+74.6% | $125,391+92.3% | $134,545+79.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.42% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $9,331 | $5,246+77.9% | $4,816+93.8% | $4,742+96.8% |
| Participant deferral / active EE | $8,241 | $7,801+5.6% | $7,448+10.6% | $6,401+28.7% |
| Admin fee / account holder | $58,679 | $11,570+407.2% | $10,009+486.3% | $11,431+413.3% |