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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 | $199,012 | $190,879+4.3% | $160,009+24.4% | $134,532+47.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.18% | 552.63%-565.8pp | 408.85%-422.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $9,883 | $4,995+97.9% | $4,225+133.9% | $4,741+108.4% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,613 | $10,495+58.3% | $8,715+90.6% | $11,429+45.4% |