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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 | $142,184 | $138,102+3.0% | $125,381+13.4% | $134,532+5.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.46% | 750.73%-754.2pp | 572.31%-575.8pp | 418.27%-421.7pp |
| Employer contribution / active EE | $10,000 | $5,245+90.6% | $4,815+107.7% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,217 | $11,568-80.8% | $10,007-77.8% | $11,429-80.6% |