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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 | $249,541 | $138,114+80.7% | $125,391+99.0% | $134,545+85.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.70% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $20,556 | $5,246+291.8% | $4,816+326.9% | $4,742+333.5% |
| Participant deferral / active EE | $15,296 | $7,801+96.1% | $7,448+105.4% | $6,401+139.0% |
| Admin fee / account holder | $85,058 | $11,570+635.2% | $10,009+749.8% | $11,431+644.1% |