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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 | $188,417 | $138,114+36.4% | $125,391+50.3% | $134,545+40.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.13% | 750.88%-751.0pp | 572.41%-572.5pp | 418.37%-418.5pp |
| Employer contribution / active EE | $13,992 | $5,246+166.7% | $4,816+190.5% | $4,742+195.1% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $4,445 | $11,570-61.6% | $10,009-55.6% | $11,431-61.1% |