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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 | $179,822 | $160,028+12.4% | $147,080+22.3% | $145,884+23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $4,094 | $5,286-22.6% | $4,933-17.0% | $4,662-12.2% |
| Participant deferral / active EE | $16,736 | $8,422+98.7% | $8,066+107.5% | $6,690+150.2% |
| Admin fee / account holder | $1,276 | $15,030-91.5% | $12,989-90.2% | $13,392-90.5% |