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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 | $136,498 | $97,761+39.6% | $83,850+62.8% | $135,382+0.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.57% | 1287.44%-1294.0pp | 850.92%-857.5pp | 519.77%-526.3pp |
| Employer contribution / active EE | $11,726 | $4,222+177.8% | $3,631+223.0% | $4,779+145.4% |
| Participant deferral / active EE | $8,315 | $4,682+77.6% | $4,082+103.7% | $5,609+48.2% |
| Admin fee / account holder | $3,711 | $6,674-44.4% | $5,478-32.3% | $10,829-65.7% |