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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 | $114,307 | $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 | -4.58% | 1287.56%-1292.1pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $4,652 | $4,222+10.2% | $3,631+28.1% | $4,779-2.7% |
| Participant deferral / active EE | $9,071 | $4,683+93.7% | $4,082+122.2% | $5,609+61.7% |
| Admin fee / account holder | $507 | $6,675-92.4% | $5,479-90.8% | $10,828-95.3% |