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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 | $196,956 | $138,114+42.6% | $125,391+57.1% | $134,545+46.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.73% | 750.88%-763.6pp | 572.41%-585.1pp | 418.37%-431.1pp |
| Employer contribution / active EE | $27,150 | $5,246+417.5% | $4,816+463.8% | $4,742+472.6% |
| Participant deferral / active EE | $14,188 | $7,801+81.9% | $7,448+90.5% | $6,401+121.6% |
| Admin fee / account holder | $206,694 | $11,570+1686.5% | $10,009+1965.2% | $11,431+1708.2% |