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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 | $207,413 | $97,729+112.2% | $83,830+147.4% | $135,379+53.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.97% | 1287.52%-1293.5pp | 850.97%-856.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $2,041 | $4,222-51.6% | $3,631-43.8% | $4,779-57.3% |
| Participant deferral / active EE | $2,672 | $4,683-42.9% | $4,082-34.5% | $5,609-52.4% |
| Admin fee / account holder | $7,408 | $6,674+11.0% | $5,479+35.2% | $10,828-31.6% |