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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 | $222,429 | $138,102+61.1% | $125,381+77.4% | $134,532+65.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.39% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $12,988 | $5,245+147.6% | $4,815+169.7% | $4,741+174.0% |
| Participant deferral / active EE | $9,593 | $7,801+23.0% | $7,448+28.8% | $6,401+49.9% |
| Admin fee / account holder | $37,185 | $11,568+221.4% | $10,007+271.6% | $11,429+225.4% |