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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 | $215,971 | $97,761+120.9% | $83,850+157.6% | $135,382+59.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.22% | 1287.44%-1293.7pp | 850.92%-857.1pp | 519.77%-526.0pp |
| Employer contribution / active EE | $3,577 | $4,222-15.3% | $3,631-1.5% | $4,779-25.2% |
| Participant deferral / active EE | $10,281 | $4,682+119.6% | $4,082+151.9% | $5,609+83.3% |
| Admin fee / account holder | $28,327 | $6,674+324.4% | $5,478+417.1% | $10,829+161.6% |