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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 | $235,154 | $138,114+70.3% | $125,391+87.5% | $134,545+74.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.62% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $44,120 | $5,246+741.0% | $4,816+816.2% | $4,742+830.5% |
| Participant deferral / active EE | $14,083 | $7,801+80.5% | $7,448+89.1% | $6,401+120.0% |
| Admin fee / account holder | $1,221 | $11,570-89.4% | $10,009-87.8% | $11,431-89.3% |