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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 | $244,803 | $97,761+150.4% | $83,850+192.0% | $135,382+80.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.50% | 1287.44%-1294.9pp | 850.92%-858.4pp | 519.77%-527.3pp |
| Employer contribution / active EE | $22,048 | $4,222+422.3% | $3,631+507.3% | $4,779+361.4% |
| Participant deferral / active EE | $11,004 | $4,682+135.0% | $4,082+169.6% | $5,609+96.2% |
| Admin fee / account holder | $2,310 | $6,674-65.4% | $5,478-57.8% | $10,829-78.7% |