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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 | $192,418 | $99,647+93.1% | $86,439+122.6% | $134,509+43.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.60% | 6784.13%-6800.7pp | 4395.55%-4412.1pp | 418.13%-434.7pp |
| Employer contribution / active EE | $11,809 | $4,401+168.3% | $3,769+213.3% | $4,741+149.1% |
| Participant deferral / active EE | $6,429 | $7,246-11.3% | $6,952-7.5% | $6,400+0.4% |
| Admin fee / account holder | $3,232 | $8,373-61.4% | $6,732-52.0% | $11,427-71.7% |