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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 | $199,907 | $190,916+4.7% | $160,037+24.9% | $134,545+48.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.70% | 552.79%-567.5pp | 408.95%-423.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $15,837 | $4,996+217.0% | $4,226+274.8% | $4,742+234.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,457 | $10,497-76.6% | $8,716-71.8% | $11,431-78.5% |