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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 | $183,923 | $97,732+88.2% | $83,831+119.4% | $135,380+35.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.33% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,070 | $4,222-74.7% | $3,631-70.5% | $4,779-77.6% |
| Participant deferral / active EE | $22,333 | $4,683+376.9% | $4,082+447.1% | $5,609+298.2% |
| Admin fee / account holder | $4,807 | $6,675-28.0% | $5,479-12.3% | $10,828-55.6% |