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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 | $138,114+66.6% | $125,391+83.5% | $134,545+71.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.63% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $27,147 | $5,246+417.5% | $4,816+463.7% | $4,742+472.5% |
| Participant deferral / active EE | $6,000 | $7,801-23.1% | $7,448-19.4% | $6,401-6.3% |
| Admin fee / account holder | $664 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |