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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 | $174,688 | $97,732+78.7% | $83,831+108.4% | $135,380+29.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.90% | 1287.56%-1295.5pp | 850.99%-858.9pp | 519.81%-527.7pp |
| Employer contribution / active EE | $14,809 | $4,222+250.8% | $3,631+307.8% | $4,779+209.9% |
| Participant deferral / active EE | $9,049 | $4,683+93.2% | $4,082+121.7% | $5,609+61.3% |
| Admin fee / account holder | $689 | $6,675-89.7% | $5,479-87.4% | $10,828-93.6% |