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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 | $231,293 | $160,059+44.5% | $140,019+65.2% | $135,379+70.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.36% | 911.44%-915.8pp | 651.15%-655.5pp | 519.79%-524.2pp |
| Employer contribution / active EE | $13,806 | $6,420+115.1% | $5,605+146.3% | $4,779+188.9% |
| Participant deferral / active EE | $10,318 | $7,641+35.0% | $6,927+49.0% | $5,609+83.9% |
| Admin fee / account holder | $1,452 | $13,328-89.1% | $10,705-86.4% | $10,828-86.6% |