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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 | $127,686 | $97,732+30.6% | $83,831+52.3% | $135,380-5.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.61% | 1287.56%-1297.2pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $9,912 | $4,222+134.8% | $3,631+173.0% | $4,779+107.4% |
| Participant deferral / active EE | $24,000 | $4,683+412.5% | $4,082+488.0% | $5,609+327.9% |
| Admin fee / account holder | $3,869 | $6,675-42.0% | $5,479-29.4% | $10,828-64.3% |