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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 | $222,746 | $97,759+127.9% | $83,849+165.7% | $135,377+64.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.16% | 1287.41%-1293.6pp | 850.91%-857.1pp | 519.75%-525.9pp |
| Employer contribution / active EE | $3,126 | $4,222-25.9% | $3,631-13.9% | $4,779-34.6% |
| Participant deferral / active EE | $18,369 | $4,682+292.3% | $4,082+350.0% | $5,609+227.5% |
| Admin fee / account holder | $3,256 | $6,674-51.2% | $5,478-40.6% | $10,828-69.9% |