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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 | $186,930 | $160,059+16.8% | $140,019+33.5% | $135,380+38.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.19% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $7,825 | $6,420+21.9% | $5,605+39.6% | $4,779+63.7% |
| Participant deferral / active EE | $15,849 | $7,641+107.4% | $6,927+128.8% | $5,609+182.6% |
| Admin fee / account holder | $28,667 | $13,328+115.1% | $10,705+167.8% | $10,828+164.7% |