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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 | $140,372 | $160,059-12.3% | $140,019+0.3% | $135,379+3.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.82% | 911.44%-907.6pp | 651.15%-647.3pp | 519.79%-516.0pp |
| Employer contribution / active EE | $3,900 | $6,420-39.2% | $5,605-30.4% | $4,779-18.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,100 | $13,328+95.8% | $10,705+143.8% | $10,828+141.0% |