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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 | $198,994 | $138,102+44.1% | $125,381+58.7% | $134,532+47.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.34% | 750.73%-771.1pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $23,674 | $5,245+351.3% | $4,815+391.6% | $4,741+399.3% |
| Participant deferral / active EE | $23,674 | $7,801+203.5% | $7,448+217.9% | $6,401+269.9% |
| Admin fee / account holder | $819 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |