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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 | $156,743 | $82,630+89.7% | $64,105+144.5% | $125,389+25.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.88% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $13,938 | $2,671+421.8% | $1,820+665.8% | $4,866+186.4% |
| Participant deferral / active EE | $8,000 | $3,608+121.7% | $2,822+183.5% | $5,352+49.5% |
| Admin fee / account holder | $580 | $6,382-90.9% | $4,499-87.1% | $9,541-93.9% |