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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 | $231,586 | $160,059+44.7% | $140,019+65.4% | $135,380+71.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.59% | 911.48%-915.1pp | 651.17%-654.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $20,962 | $6,420+226.5% | $5,605+274.0% | $4,779+338.6% |
| Participant deferral / active EE | $22,233 | $7,641+191.0% | $6,927+221.0% | $5,609+296.4% |
| Admin fee / account holder | $64,544 | $13,328+384.3% | $10,705+502.9% | $10,828+496.1% |