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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 | $219,754 | $138,102+59.1% | $125,381+75.3% | $134,532+63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.73% | 750.73%-760.5pp | 572.31%-582.0pp | 418.27%-428.0pp |
| Employer contribution / active EE | $15,986 | $5,245+204.8% | $4,815+232.0% | $4,741+237.2% |
| Participant deferral / active EE | $8,954 | $7,801+14.8% | $7,448+20.2% | $6,401+39.9% |
| Admin fee / account holder | $15,200 | $11,568+31.4% | $10,007+51.9% | $11,429+33.0% |