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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 | $101,023 | $160,059-36.9% | $140,019-27.9% | $135,379-25.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.24% | 911.44%-916.7pp | 651.15%-656.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $10,120 | $6,420+57.6% | $5,605+80.5% | $4,779+111.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $973 | $13,328-92.7% | $10,705-90.9% | $10,828-91.0% |