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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 | $240,892 | $138,102+74.4% | $125,381+92.1% | $134,532+79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.80% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $11,985 | $5,245+128.5% | $4,815+148.9% | $4,741+152.8% |
| Participant deferral / active EE | $8,469 | $7,801+8.6% | $7,448+13.7% | $6,401+32.3% |
| Admin fee / account holder | $2,315 | $11,568-80.0% | $10,007-76.9% | $11,429-79.7% |