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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 | $101,973 | $97,732+4.3% | $83,831+21.6% | $135,380-24.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.76% | 1287.56%-1292.3pp | 850.99%-855.7pp | 519.81%-524.6pp |
| Employer contribution / active EE | $10,008 | $4,222+137.1% | $3,631+175.6% | $4,779+109.4% |
| Participant deferral / active EE | $8,748 | $4,683+86.8% | $4,082+114.3% | $5,609+56.0% |
| Admin fee / account holder | $4,441 | $6,675-33.5% | $5,479-18.9% | $10,828-59.0% |