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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 | $190,024 | $138,102+37.6% | $125,381+51.6% | $134,532+41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.73%-767.1pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $45,062 | $5,245+759.1% | $4,815+835.8% | $4,741+850.5% |
| Participant deferral / active EE | $15,000 | $7,801+92.3% | $7,448+101.4% | $6,401+134.3% |
| Admin fee / account holder | $33,333 | $11,568+188.2% | $10,007+233.1% | $11,429+191.7% |