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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 | $149,635 | $97,732+53.1% | $83,831+78.5% | $135,380+10.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.96% | 1287.56%-1292.5pp | 850.99%-855.9pp | 519.81%-524.8pp |
| Employer contribution / active EE | $10,337 | $4,222+144.8% | $3,631+184.7% | $4,779+116.3% |
| Participant deferral / active EE | $2,104 | $4,683-55.1% | $4,082-48.5% | $5,609-62.5% |
| Admin fee / account holder | $39,334 | $6,675+489.3% | $5,479+617.9% | $10,828+263.3% |