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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 | $185,067 | $138,114+34.0% | $125,391+47.6% | $134,545+37.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.16% | 750.88%-752.0pp | 572.41%-573.6pp | 418.37%-419.5pp |
| Employer contribution / active EE | $13,500 | $5,246+157.3% | $4,816+180.3% | $4,742+184.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,350 | $11,570-10.5% | $10,009+3.4% | $11,431-9.5% |