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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 | $215,725 | $190,916+13.0% | $160,037+34.8% | $134,545+60.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.74% | 552.79%-559.5pp | 408.95%-415.7pp | 418.37%-425.1pp |
| Employer contribution / active EE | $25,875 | $4,996+418.0% | $4,226+512.3% | $4,742+445.7% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,012 | $10,497-90.4% | $8,716-88.4% | $11,431-91.1% |