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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 | $159,661 | $138,102+15.6% | $125,381+27.3% | $134,532+18.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.31% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $16,216 | $5,245+209.1% | $4,815+236.8% | $4,741+242.0% |
| Participant deferral / active EE | $7,582 | $7,801-2.8% | $7,448+1.8% | $6,401+18.5% |
| Admin fee / account holder | $821 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |