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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 | $172,076 | $138,078+24.6% | $125,363+37.3% | $134,509+27.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.48% | 750.49%-767.0pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $22,609 | $5,245+331.1% | $4,815+369.6% | $4,741+376.9% |
| Participant deferral / active EE | $23,750 | $7,800+204.5% | $7,447+218.9% | $6,400+271.1% |
| Admin fee / account holder | $64,158 | $11,566+454.7% | $10,005+541.2% | $11,427+461.5% |