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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 | $234,455 | $138,102+69.8% | $125,381+87.0% | $134,532+74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $19,412 | $5,245+270.1% | $4,815+303.1% | $4,741+309.4% |
| Participant deferral / active EE | $2,563 | $7,801-67.1% | $7,448-65.6% | $6,401-60.0% |
| Admin fee / account holder | $1,057 | $11,568-90.9% | $10,007-89.4% | $11,429-90.8% |