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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 | $178,971 | $97,732+83.1% | $83,831+113.5% | $135,380+32.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.36% | 1287.56%-1289.9pp | 850.99%-853.4pp | 519.81%-522.2pp |
| Employer contribution / active EE | $8,806 | $4,222+108.6% | $3,631+142.5% | $4,779+84.3% |
| Participant deferral / active EE | $9,640 | $4,683+105.9% | $4,082+136.2% | $5,609+71.9% |
| Admin fee / account holder | $197,058 | $6,675+2852.4% | $5,479+3496.8% | $10,828+1719.9% |