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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 | $160,553 | $97,759+64.2% | $83,849+91.5% | $135,377+18.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.63% | 1287.41%-1294.0pp | 850.91%-857.5pp | 519.75%-526.4pp |
| Employer contribution / active EE | $2,919 | $4,222-30.9% | $3,631-19.6% | $4,779-38.9% |
| Participant deferral / active EE | $6,120 | $4,682+30.7% | $4,082+49.9% | $5,609+9.1% |
| Admin fee / account holder | $50,356 | $6,674+654.5% | $5,478+819.2% | $10,828+365.1% |