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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 | $113,598 | $99,668+14.0% | $86,451+31.4% | $134,545-15.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.20% | 6789.61%-6804.8pp | 4398.51%-4413.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $7,888 | $4,403+79.2% | $3,770+109.2% | $4,742+66.4% |
| Participant deferral / active EE | $15,364 | $7,249+111.9% | $6,953+121.0% | $6,401+140.0% |
| Admin fee / account holder | $25,715 | $8,377+207.0% | $6,734+281.8% | $11,431+125.0% |