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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 | $180,201 | $138,114+30.5% | $125,391+43.7% | $134,545+33.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.71% | 750.88%-759.6pp | 572.41%-581.1pp | 418.37%-427.1pp |
| Employer contribution / active EE | $11,812 | $5,246+125.2% | $4,816+145.3% | $4,742+149.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,605 | $11,570-25.6% | $10,009-14.0% | $11,431-24.7% |