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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 | $180,111 | $150,447+19.7% | $136,298+32.1% | $147,586+22.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $13,320 | $5,256+153.4% | $4,696+183.7% | $4,876+173.1% |
| Participant deferral / active EE | $9,038 | $6,631+36.3% | $6,247+44.7% | $5,439+66.2% |
| Admin fee / account holder | $1,035 | $10,906-90.5% | $9,244-88.8% | $10,886-90.5% |