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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 | $116,388 | $97,761+19.1% | $83,850+38.8% | $135,382-14.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.29% | 1287.44%-1294.7pp | 850.92%-858.2pp | 519.77%-527.1pp |
| Employer contribution / active EE | $5,744 | $4,222+36.1% | $3,631+58.2% | $4,779+20.2% |
| Participant deferral / active EE | $6,515 | $4,682+39.1% | $4,082+59.6% | $5,609+16.2% |
| Admin fee / account holder | $1,844 | $6,674-72.4% | $5,478-66.4% | $10,829-83.0% |