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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 | $135,731 | $97,761+38.8% | $83,850+61.9% | $135,382+0.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.22% | 1287.44%-1294.7pp | 850.92%-858.1pp | 519.77%-527.0pp |
| Employer contribution / active EE | $11,038 | $4,222+161.5% | $3,631+204.0% | $4,779+131.0% |
| Participant deferral / active EE | $2,704 | $4,682-42.3% | $4,082-33.8% | $5,609-51.8% |
| Admin fee / account holder | $2,615 | $6,674-60.8% | $5,478-52.3% | $10,829-75.9% |