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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 | $230,147 | $138,068+66.7% | $125,358+83.6% | $134,493+71.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.63% | 750.30%-767.9pp | 572.03%-589.7pp | 418.01%-435.6pp |
| Employer contribution / active EE | $27,147 | $5,244+417.7% | $4,814+463.9% | $4,740+472.7% |
| Participant deferral / active EE | $6,000 | $7,799-23.1% | $7,447-19.4% | $6,400-6.2% |
| Admin fee / account holder | $664 | $11,568-94.3% | $10,007-93.4% | $11,425-94.2% |