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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 | $153,596 | $97,732+57.2% | $83,831+83.2% | $135,380+13.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.23% | 1287.56%-1289.8pp | 850.99%-853.2pp | 519.81%-522.0pp |
| Employer contribution / active EE | $29,647 | $4,222+602.2% | $3,631+716.5% | $4,779+520.4% |
| Participant deferral / active EE | $15,333 | $4,683+227.4% | $4,082+275.6% | $5,609+173.4% |
| Admin fee / account holder | $2,641 | $6,675-60.4% | $5,479-51.8% | $10,828-75.6% |