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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 | $197,643 | $138,078+43.1% | $125,363+57.7% | $134,509+46.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.45% | 750.49%-767.9pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $22,500 | $5,245+329.0% | $4,815+367.3% | $4,741+374.6% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,866 | $11,566-83.9% | $10,005-81.3% | $11,427-83.7% |