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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 | $211,591 | $97,729+116.5% | $83,830+152.4% | $135,379+56.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.61% | 1287.52%-1292.1pp | 850.97%-855.6pp | 519.79%-524.4pp |
| Employer contribution / active EE | $26,870 | $4,222+536.4% | $3,631+640.0% | $4,779+462.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32,493 | $6,674+386.8% | $5,479+493.1% | $10,828+200.1% |