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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 | $192,430 | $160,059+20.2% | $140,019+37.4% | $135,380+42.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.35% | 911.48%-914.8pp | 651.17%-654.5pp | 519.81%-523.2pp |
| Employer contribution / active EE | $15,612 | $6,420+143.2% | $5,605+178.5% | $4,779+226.7% |
| Participant deferral / active EE | $14,562 | $7,641+90.6% | $6,927+110.2% | $5,609+159.6% |
| Admin fee / account holder | $104,055 | $13,328+680.7% | $10,705+872.0% | $10,828+861.0% |