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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 | $244,807 | $97,729+150.5% | $83,830+192.0% | $135,379+80.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.88% | 1287.52%-1295.4pp | 850.97%-858.9pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,740 | $4,222-58.8% | $3,631-52.1% | $4,779-63.6% |
| Participant deferral / active EE | $24,500 | $4,683+423.2% | $4,082+500.2% | $5,609+336.8% |
| Admin fee / account holder | $1,883 | $6,674-71.8% | $5,479-65.6% | $10,828-82.6% |