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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 | $236,297 | $97,732+141.8% | $83,831+181.9% | $135,380+74.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -3.44% | 1287.56%-1291.0pp | 850.99%-854.4pp | 519.81%-523.2pp |
| Employer contribution / active EE | $4,037 | $4,222-4.4% | $3,631+11.2% | $4,779-15.5% |
| Participant deferral / active EE | $8,896 | $4,683+90.0% | $4,082+117.9% | $5,609+58.6% |
| Admin fee / account holder | $45,623 | $6,675+583.5% | $5,479+732.7% | $10,828+321.3% |