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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 | $247,111 | $138,114+78.9% | $125,391+97.1% | $134,545+83.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.27% | 750.88%-764.2pp | 572.41%-585.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $19,717 | $5,246+275.9% | $4,816+309.4% | $4,742+315.8% |
| Participant deferral / active EE | $14,763 | $7,801+89.3% | $7,448+98.2% | $6,401+130.6% |
| Admin fee / account holder | $200,799 | $11,570+1635.5% | $10,009+1906.3% | $11,431+1656.7% |