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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 | $149,629 | $138,114+8.3% | $125,391+19.3% | $134,545+11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.38% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $10,285 | $5,246+96.1% | $4,816+113.6% | $4,742+116.9% |
| Participant deferral / active EE | $9,568 | $7,801+22.7% | $7,448+28.5% | $6,401+49.5% |
| Admin fee / account holder | $322 | $11,570-97.2% | $10,009-96.8% | $11,431-97.2% |