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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 | $177,460 | $138,102+28.5% | $125,381+41.5% | $134,532+31.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.47% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $54,988 | $5,245+948.3% | $4,815+1042.0% | $4,741+1059.8% |
| Participant deferral / active EE | $15,500 | $7,801+98.7% | $7,448+108.1% | $6,401+142.2% |
| Admin fee / account holder | $20,125 | $11,568+74.0% | $10,007+101.1% | $11,429+76.1% |