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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 | $143,508 | $138,114+3.9% | $125,391+14.4% | $134,545+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.23% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $12,620 | $5,246+140.6% | $4,816+162.1% | $4,742+166.2% |
| Participant deferral / active EE | $9,223 | $7,801+18.2% | $7,448+23.8% | $6,401+44.1% |
| Admin fee / account holder | $8,186 | $11,570-29.2% | $10,009-18.2% | $11,431-28.4% |