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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 | $203,613 | $97,732+108.3% | $83,831+142.9% | $135,380+50.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.80% | 1287.56%-1292.4pp | 850.99%-855.8pp | 519.81%-524.6pp |
| Employer contribution / active EE | $8,563 | $4,222+102.8% | $3,631+135.8% | $4,779+79.2% |
| Participant deferral / active EE | $8,187 | $4,683+74.8% | $4,082+100.6% | $5,609+46.0% |
| Admin fee / account holder | $9,501 | $6,675+42.3% | $5,479+73.4% | $10,828-12.3% |