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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 | $211,443 | $138,102+53.1% | $125,381+68.6% | $134,532+57.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.09% | 750.73%-760.8pp | 572.31%-582.4pp | 418.27%-428.4pp |
| Employer contribution / active EE | $16,657 | $5,245+217.5% | $4,815+245.9% | $4,741+251.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,586 | $11,568-77.6% | $10,007-74.2% | $11,429-77.4% |