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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 | $175,782 | $135,639+29.6% | $110,241+59.5% | $135,382+29.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.26% | 513.21%-515.5pp | 314.75%-317.0pp | 519.77%-522.0pp |
| Employer contribution / active EE | $11,516 | $4,907+134.7% | $3,827+200.9% | $4,779+141.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,964 | $11,457+135.3% | $8,548+215.5% | $10,829+149.0% |