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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 | $228,732 | $160,059+42.9% | $140,019+63.4% | $135,380+69.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.23% | 911.48%-915.7pp | 651.17%-655.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $5,000 | $6,420-22.1% | $5,605-10.8% | $4,779+4.6% |
| Participant deferral / active EE | $10,189 | $7,641+33.4% | $6,927+47.1% | $5,609+81.7% |
| Admin fee / account holder | $47,944 | $13,328+259.7% | $10,705+347.9% | $10,828+342.8% |