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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 | $192,148 | $138,078+39.2% | $125,363+53.3% | $134,509+42.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.55% | 750.49%-760.0pp | 572.15%-581.7pp | 418.13%-427.7pp |
| Employer contribution / active EE | $12,131 | $5,245+131.3% | $4,815+152.0% | $4,741+155.9% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,360 | $11,566-88.2% | $10,005-86.4% | $11,427-88.1% |