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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 | $176,116 | $99,647+76.7% | $86,439+103.7% | $134,509+30.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.70% | 6784.13%-6788.8pp | 4395.55%-4400.3pp | 418.13%-422.8pp |
| Employer contribution / active EE | $16,497 | $4,401+274.8% | $3,769+337.7% | $4,741+248.0% |
| Participant deferral / active EE | $16,500 | $7,246+127.7% | $6,952+137.4% | $6,400+157.8% |
| Admin fee / account holder | $3,143 | $8,373-62.5% | $6,732-53.3% | $11,427-72.5% |