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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 | $195,794 | $97,729+100.3% | $83,830+133.6% | $135,379+44.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.96% | 1287.52%-1294.5pp | 850.97%-857.9pp | 519.79%-526.8pp |
| Employer contribution / active EE | $24,387 | $4,222+477.6% | $3,631+571.6% | $4,779+410.3% |
| Participant deferral / active EE | $9,700 | $4,683+107.1% | $4,082+137.6% | $5,609+72.9% |
| Admin fee / account holder | $51,341 | $6,674+669.2% | $5,479+837.1% | $10,828+374.1% |