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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 | $138,078+28.5% | $125,363+41.6% | $134,509+31.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.47% | 750.49%-770.0pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $54,988 | $5,245+948.5% | $4,815+1042.1% | $4,741+1060.0% |
| Participant deferral / active EE | $15,500 | $7,800+98.7% | $7,447+108.1% | $6,400+142.2% |
| Admin fee / account holder | $20,125 | $11,566+74.0% | $10,005+101.1% | $11,427+76.1% |