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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 | $218,802 | $97,729+123.9% | $83,830+161.0% | $135,379+61.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.13% | 1287.52%-1293.7pp | 850.97%-857.1pp | 519.79%-525.9pp |
| Employer contribution / active EE | $3,553 | $4,222-15.8% | $3,631-2.1% | $4,779-25.7% |
| Participant deferral / active EE | $8,691 | $4,683+85.6% | $4,082+112.9% | $5,609+54.9% |
| Admin fee / account holder | $9,094 | $6,674+36.3% | $5,479+66.0% | $10,828-16.0% |