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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 | $102,212 | $97,761+4.6% | $83,850+21.9% | $135,382-24.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.62% | 1287.44%-1293.1pp | 850.92%-856.5pp | 519.77%-525.4pp |
| Employer contribution / active EE | $10,191 | $4,222+141.4% | $3,631+180.7% | $4,779+113.2% |
| Participant deferral / active EE | $6,721 | $4,682+43.5% | $4,082+64.6% | $5,609+19.8% |
| Admin fee / account holder | $1,289 | $6,674-80.7% | $5,478-76.5% | $10,829-88.1% |