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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 | $205,083 | $97,732+109.8% | $83,831+144.6% | $135,380+51.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.12% | 1287.56%-1291.7pp | 850.99%-855.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,742 | $4,222-35.1% | $3,631-24.5% | $4,779-42.6% |
| Participant deferral / active EE | $11,038 | $4,683+135.7% | $4,082+170.4% | $5,609+96.8% |
| Admin fee / account holder | $2,819 | $6,675-57.8% | $5,479-48.5% | $10,828-74.0% |