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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 | $238,194 | $160,059+48.8% | $140,019+70.1% | $135,380+75.9% |
| 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 | $16,241 | $6,420+153.0% | $5,605+189.7% | $4,779+239.9% |
| Participant deferral / active EE | $18,651 | $7,641+144.1% | $6,927+169.3% | $5,609+232.5% |
| Admin fee / account holder | $8,620 | $13,328-35.3% | $10,705-19.5% | $10,828-20.4% |