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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 | $214,377 | $97,732+119.4% | $83,831+155.7% | $135,380+58.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.30% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $6,282 | $4,222+48.8% | $3,631+73.0% | $4,779+31.5% |
| Participant deferral / active EE | $11,093 | $4,683+136.9% | $4,082+171.8% | $5,609+97.8% |
| Admin fee / account holder | $428 | $6,675-93.6% | $5,479-92.2% | $10,828-96.0% |