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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 | $238,186 | $138,078+72.5% | $125,363+90.0% | $134,509+77.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.27% | 750.49%-761.8pp | 572.15%-583.4pp | 418.13%-429.4pp |
| Employer contribution / active EE | $3,333 | $5,245-36.4% | $4,815-30.8% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,766 | $11,566-76.1% | $10,005-72.4% | $11,427-75.8% |