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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 | $187,205 | $160,059+17.0% | $140,019+33.7% | $135,380+38.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.14% | 911.48%-913.6pp | 651.17%-653.3pp | 519.81%-522.0pp |
| Employer contribution / active EE | $25,847 | $6,420+302.6% | $5,605+361.1% | $4,779+440.9% |
| Participant deferral / active EE | $17,738 | $7,641+132.2% | $6,927+156.1% | $5,609+216.2% |
| Admin fee / account holder | $17,804 | $13,328+33.6% | $10,705+66.3% | $10,828+64.4% |