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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 | $162,374 | $97,732+66.1% | $83,831+93.7% | $135,380+19.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.39% | 1287.56%-1290.9pp | 850.99%-854.4pp | 519.81%-523.2pp |
| Employer contribution / active EE | $9,007 | $4,222+113.3% | $3,631+148.0% | $4,779+88.5% |
| Participant deferral / active EE | $7,193 | $4,683+53.6% | $4,082+76.2% | $5,609+28.2% |
| Admin fee / account holder | $10,506 | $6,675+57.4% | $5,479+91.8% | $10,828-3.0% |