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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 | $137,871 | $138,102-0.2% | $125,381+10.0% | $134,532+2.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.82% | 750.73%-752.5pp | 572.31%-574.1pp | 418.27%-420.1pp |
| Employer contribution / active EE | $19,500 | $5,245+271.8% | $4,815+305.0% | $4,741+311.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,986 | $11,568-82.8% | $10,007-80.2% | $11,429-82.6% |