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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 | $233,122 | $160,059+45.6% | $140,019+66.5% | $135,379+72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.79% | 911.44%-913.2pp | 651.15%-652.9pp | 519.79%-521.6pp |
| Employer contribution / active EE | $5,054 | $6,420-21.3% | $5,605-9.8% | $4,779+5.7% |
| Participant deferral / active EE | $8,953 | $7,641+17.2% | $6,927+29.3% | $5,609+59.6% |
| Admin fee / account holder | $46,499 | $13,328+248.9% | $10,705+334.4% | $10,828+329.4% |