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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 | $148,903 | $97,729+52.4% | $83,830+77.6% | $135,379+10.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.17% | 1287.52%-1292.7pp | 850.97%-856.1pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,158 | $4,222-48.9% | $3,631-40.6% | $4,779-54.8% |
| Participant deferral / active EE | $9,026 | $4,683+92.7% | $4,082+121.1% | $5,609+60.9% |
| Admin fee / account holder | $39,367 | $6,674+489.8% | $5,479+618.5% | $10,828+263.6% |