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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 | $213,847 | $160,059+33.6% | $140,019+52.7% | $135,380+58.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.21% | 911.48%-913.7pp | 651.17%-653.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $4,401 | $6,420-31.4% | $5,605-21.5% | $4,779-7.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $339 | $13,328-97.5% | $10,705-96.8% | $10,828-96.9% |