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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 | $239,279 | $99,647+140.1% | $86,439+176.8% | $134,509+77.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | 6784.13%-6802.3pp | 4395.55%-4413.7pp | 418.13%-436.3pp |
| Employer contribution / active EE | $7,789 | $4,401+77.0% | $3,769+106.7% | $4,741+64.3% |
| Participant deferral / active EE | $23,750 | $7,246+227.8% | $6,952+241.6% | $6,400+271.1% |
| Admin fee / account holder | $15,645 | $8,373+86.8% | $6,732+132.4% | $11,427+36.9% |