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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 | $220,857 | $138,114+59.9% | $125,391+76.1% | $134,545+64.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.60% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $17,355 | $7,801+122.5% | $7,448+133.0% | $6,401+171.1% |
| Admin fee / account holder | $25,632 | $11,570+121.5% | $10,009+156.1% | $11,431+124.2% |