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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 | $141,227 | $97,732+44.5% | $83,831+68.5% | $135,380+4.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.46% | 1287.56%-1291.0pp | 850.99%-854.4pp | 519.81%-523.3pp |
| Employer contribution / active EE | $9,724 | $4,222+130.3% | $3,631+167.8% | $4,779+103.5% |
| Participant deferral / active EE | $5,895 | $4,683+25.9% | $4,082+44.4% | $5,609+5.1% |
| Admin fee / account holder | $4,451 | $6,675-33.3% | $5,479-18.8% | $10,828-58.9% |