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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 | $209,773 | $160,059+31.1% | $140,019+49.8% | $135,379+55.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.14% | 911.44%-917.6pp | 651.15%-657.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $7,183 | $6,420+11.9% | $5,605+28.2% | $4,779+50.3% |
| Participant deferral / active EE | $20,333 | $7,641+166.1% | $6,927+193.6% | $5,609+262.5% |
| Admin fee / account holder | $2,218 | $13,328-83.4% | $10,705-79.3% | $10,828-79.5% |