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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 | $246,269 | $138,102+78.3% | $125,381+96.4% | $134,532+83.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.40% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $11,269 | $5,245+114.8% | $4,815+134.0% | $4,741+137.7% |
| Participant deferral / active EE | $14,500 | $7,801+85.9% | $7,448+94.7% | $6,401+126.5% |
| Admin fee / account holder | $62,478 | $11,568+440.1% | $10,007+524.3% | $11,429+446.7% |