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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 | $143,108 | $138,102+3.6% | $125,381+14.1% | $134,532+6.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.85% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.1pp |
| Employer contribution / active EE | $20,928 | $5,245+299.0% | $4,815+334.6% | $4,741+341.4% |
| Participant deferral / active EE | $14,092 | $7,801+80.7% | $7,448+89.2% | $6,401+120.2% |
| Admin fee / account holder | $32,496 | $11,568+180.9% | $10,007+224.7% | $11,429+184.3% |