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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 | $222,955 | $190,879+16.8% | $160,009+39.3% | $134,532+65.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.79% | 552.63%-559.4pp | 408.85%-415.6pp | 418.27%-425.1pp |
| Employer contribution / active EE | $13,758 | $4,995+175.4% | $4,225+225.6% | $4,741+190.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,006 | $10,495-61.8% | $8,715-54.0% | $11,429-64.9% |