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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 | $171,685 | $97,732+75.7% | $83,831+104.8% | $135,380+26.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.48% | 1287.56%-1294.0pp | 850.99%-857.5pp | 519.81%-526.3pp |
| Employer contribution / active EE | $15,865 | $4,222+275.8% | $3,631+336.9% | $4,779+232.0% |
| Participant deferral / active EE | $5,045 | $4,683+7.7% | $4,082+23.6% | $5,609-10.1% |
| Admin fee / account holder | $64,598 | $6,675+867.8% | $5,479+1079.1% | $10,828+496.6% |