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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 | $205,321 | $160,059+28.3% | $140,019+46.6% | $135,380+51.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.17% | 911.48%-911.6pp | 651.17%-651.3pp | 519.81%-520.0pp |
| Employer contribution / active EE | $13,333 | $6,420+107.7% | $5,605+137.9% | $4,779+179.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,497 | $13,328-73.8% | $10,705-67.3% | $10,828-67.7% |