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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 | $244,289 | $97,761+149.9% | $83,850+191.3% | $135,382+80.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.12% | 1287.44%-1293.6pp | 850.92%-857.0pp | 519.77%-525.9pp |
| Employer contribution / active EE | $15,774 | $4,222+273.6% | $3,631+334.4% | $4,779+230.1% |
| Participant deferral / active EE | $15,284 | $4,682+226.4% | $4,082+274.5% | $5,609+172.5% |
| Admin fee / account holder | $23,239 | $6,674+248.2% | $5,478+324.2% | $10,829+114.6% |