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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 | $151,547 | $138,114+9.7% | $125,391+20.9% | $134,545+12.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.32% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $15,623 | $5,246+197.8% | $4,816+224.4% | $4,742+229.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,974 | $11,570+38.1% | $10,009+59.6% | $11,431+39.8% |