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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 | $119,293 | $97,732+22.1% | $83,831+42.3% | $135,380-11.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.75% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $12,604 | $4,222+198.5% | $3,631+247.1% | $4,779+163.7% |
| Participant deferral / active EE | $10,693 | $4,683+128.3% | $4,082+162.0% | $5,609+90.6% |
| Admin fee / account holder | $2,305 | $6,675-65.5% | $5,479-57.9% | $10,828-78.7% |