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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 | $114,320 | $97,732+17.0% | $83,831+36.4% | $135,380-15.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.50% | 1287.56%-1294.1pp | 850.99%-857.5pp | 519.81%-526.3pp |
| Employer contribution / active EE | $19,047 | $4,222+351.1% | $3,631+424.6% | $4,779+298.6% |
| Participant deferral / active EE | $11,319 | $4,683+141.7% | $4,082+177.3% | $5,609+101.8% |
| Admin fee / account holder | $3,040 | $6,675-54.5% | $5,479-44.5% | $10,828-71.9% |