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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 | $202,043 | $160,059+26.2% | $140,019+44.3% | $135,380+49.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.87% | 911.48%-914.3pp | 651.17%-654.0pp | 519.81%-522.7pp |
| Employer contribution / active EE | $25,000 | $6,420+289.4% | $5,605+346.0% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,919 | $13,328+94.5% | $10,705+142.1% | $10,828+139.4% |