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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 | $173,089 | $180,466-4.1% | $154,114+12.3% | $135,382+27.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.26% | 888.15%-891.4pp | 735.16%-738.4pp | 519.77%-523.0pp |
| Employer contribution / active EE | $39,268 | $6,035+550.6% | $5,298+641.2% | $4,779+721.7% |
| Participant deferral / active EE | $10,200 | $5,806+75.7% | $5,081+100.8% | $5,609+81.9% |
| Admin fee / account holder | $32,909 | $16,144+103.8% | $13,411+145.4% | $10,829+203.9% |