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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 | $193,459 | $99,668+94.1% | $86,451+123.8% | $134,545+43.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.23% | 6789.61%-6804.8pp | 4398.51%-4413.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $20,251 | $4,403+360.0% | $3,770+437.2% | $4,742+327.1% |
| Participant deferral / active EE | $13,500 | $7,249+86.2% | $6,953+94.2% | $6,401+110.9% |
| Admin fee / account holder | $1,898 | $8,377-77.3% | $6,734-71.8% | $11,431-83.4% |