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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 | $220,888 | $99,668+121.6% | $86,451+155.5% | $134,545+64.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 6789.61%-6808.0pp | 4398.51%-4416.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $10,000 | $4,403+127.1% | $3,770+165.3% | $4,742+110.9% |
| Participant deferral / active EE | $13,450 | $7,249+85.5% | $6,953+93.4% | $6,401+110.1% |
| Admin fee / account holder | $2,184 | $8,377-73.9% | $6,734-67.6% | $11,431-80.9% |