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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 | $170,526 | $97,732+74.5% | $83,831+103.4% | $135,380+26.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.91% | 1287.56%-1291.5pp | 850.99%-854.9pp | 519.81%-523.7pp |
| Employer contribution / active EE | $4,622 | $4,222+9.5% | $3,631+27.3% | $4,779-3.3% |
| Participant deferral / active EE | $4,886 | $4,683+4.3% | $4,082+19.7% | $5,609-12.9% |
| Admin fee / account holder | $110,164 | $6,675+1550.5% | $5,479+1910.8% | $10,828+917.4% |