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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 | $227,176 | $160,059+41.9% | $140,019+62.2% | $135,380+67.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.95% | 911.48%-916.4pp | 651.17%-656.1pp | 519.81%-524.8pp |
| Employer contribution / active EE | $24,607 | $6,420+283.3% | $5,605+339.0% | $4,779+414.9% |
| Participant deferral / active EE | $9,842 | $7,641+28.8% | $6,927+42.1% | $5,609+75.5% |
| Admin fee / account holder | $8,154 | $13,328-38.8% | $10,705-23.8% | $10,828-24.7% |