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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 | $230,143 | $160,059+43.8% | $140,019+64.4% | $135,379+70.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.80% | 911.44%-915.2pp | 651.15%-655.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,000 | $6,420-53.3% | $5,605-46.5% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,512 | $13,328+53.9% | $10,705+91.6% | $10,828+89.4% |