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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 | $238,166 | $180,459+32.0% | $154,108+54.5% | $135,380+75.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.85% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $12,593 | $6,035+108.7% | $5,298+137.7% | $4,779+163.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,042 | $16,145-37.8% | $13,411-25.1% | $10,828-7.3% |