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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 | $213,740 | $138,078+54.8% | $125,363+70.5% | $134,509+58.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.48% | 750.49%-761.0pp | 572.15%-582.6pp | 418.13%-428.6pp |
| Employer contribution / active EE | $7,640 | $5,245+45.7% | $4,815+58.7% | $4,741+61.2% |
| Participant deferral / active EE | $9,546 | $7,800+22.4% | $7,447+28.2% | $6,400+49.1% |
| Admin fee / account holder | $81,222 | $11,566+602.3% | $10,005+711.8% | $11,427+610.8% |