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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 | $188,567 | $180,459+4.5% | $154,108+22.4% | $135,380+39.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.10% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $26,120 | $6,035+332.8% | $5,298+393.1% | $4,779+446.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,284 | $16,145-92.1% | $13,411-90.4% | $10,828-88.1% |