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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 | $225,962 | $82,630+173.5% | $64,105+252.5% | $125,389+80.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.58% | 1489.72%-1493.3pp | 791.24%-794.8pp | 282.24%-285.8pp |
| Employer contribution / active EE | $25,000 | $2,671+835.9% | $1,820+1273.7% | $4,866+413.8% |
| Participant deferral / active EE | $16,500 | $3,608+357.3% | $2,822+484.8% | $5,352+208.3% |
| Admin fee / account holder | $1,564 | $6,382-75.5% | $4,499-65.2% | $9,541-83.6% |