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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 | $230,541 | $97,729+135.9% | $83,830+175.0% | $135,379+70.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.81% | 1287.52%-1296.3pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $7,101 | $4,222+68.2% | $3,631+95.6% | $4,779+48.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,280 | $6,674-80.8% | $5,479-76.6% | $10,828-88.2% |