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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 | $144,589 | $160,059-9.7% | $140,019+3.3% | $135,380+6.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.66% | 911.48%-915.1pp | 651.17%-654.8pp | 519.81%-523.5pp |
| Employer contribution / active EE | $10,605 | $6,420+65.2% | $5,605+89.2% | $4,779+121.9% |
| Participant deferral / active EE | $10,393 | $7,641+36.0% | $6,927+50.0% | $5,609+85.3% |
| Admin fee / account holder | $58,356 | $13,328+337.8% | $10,705+445.1% | $10,828+438.9% |