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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 | $210,306 | $97,729+115.2% | $83,830+150.9% | $135,379+55.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.94% | 1287.52%-1295.5pp | 850.97%-858.9pp | 519.79%-527.7pp |
| Employer contribution / active EE | $4,226 | $4,222+0.1% | $3,631+16.4% | $4,779-11.6% |
| Participant deferral / active EE | $7,441 | $4,683+58.9% | $4,082+82.3% | $5,609+32.7% |
| Admin fee / account holder | $24,611 | $6,674+268.7% | $5,479+349.2% | $10,828+127.3% |