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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 | $218,062 | $138,102+57.9% | $125,381+73.9% | $134,532+62.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.01% | 750.73%-763.7pp | 572.31%-585.3pp | 418.27%-431.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,899 | $7,801+14.1% | $7,448+19.5% | $6,401+39.0% |
| Admin fee / account holder | $35,597 | $11,568+207.7% | $10,007+255.7% | $11,429+211.5% |