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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 | $212,977 | $97,729+117.9% | $83,830+154.1% | $135,379+57.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.63% | 1287.52%-1293.1pp | 850.97%-856.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $8,036 | $4,222+90.3% | $3,631+121.3% | $4,779+68.2% |
| Participant deferral / active EE | $11,992 | $4,683+156.1% | $4,082+193.8% | $5,609+113.8% |
| Admin fee / account holder | $19,078 | $6,674+185.8% | $5,479+248.2% | $10,828+76.2% |