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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 | $213,483 | $99,668+114.2% | $86,451+146.9% | $134,545+58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | 6789.61%-6807.6pp | 4398.51%-4416.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,075 | $4,403-7.4% | $3,770+8.1% | $4,742-14.1% |
| Participant deferral / active EE | $17,119 | $7,249+136.2% | $6,953+146.2% | $6,401+167.4% |
| Admin fee / account holder | $2,062 | $8,377-75.4% | $6,734-69.4% | $11,431-82.0% |