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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 | $177,184 | $97,732+81.3% | $83,831+111.4% | $135,380+30.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.90% | 1287.56%-1291.5pp | 850.99%-854.9pp | 519.81%-523.7pp |
| Employer contribution / active EE | $22,462 | $4,222+432.0% | $3,631+518.6% | $4,779+370.0% |
| Participant deferral / active EE | $1,666 | $4,683-64.4% | $4,082-59.2% | $5,609-70.3% |
| Admin fee / account holder | $11,520 | $6,675+72.6% | $5,479+110.3% | $10,828+6.4% |