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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 | $237,040 | $97,729+142.5% | $83,830+182.8% | $135,379+75.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.75% | 1287.52%-1291.3pp | 850.97%-854.7pp | 519.79%-523.5pp |
| Employer contribution / active EE | $10,209 | $4,222+141.8% | $3,631+181.2% | $4,779+113.6% |
| Participant deferral / active EE | $6,114 | $4,683+30.6% | $4,082+49.8% | $5,609+9.0% |
| Admin fee / account holder | $87,980 | $6,674+1218.2% | $5,479+1505.9% | $10,828+712.5% |