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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 | $102,474 | $92,684+10.6% | $82,706+23.9% | $134,509-23.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.07% | 945.84%-963.9pp | 701.76%-719.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $4,370 | $3,272+33.6% | $3,007+45.3% | $4,741-7.8% |
| Participant deferral / active EE | $7,944 | $4,800+65.5% | $4,394+80.8% | $6,400+24.1% |
| Admin fee / account holder | $1,500 | $5,982-74.9% | $5,329-71.8% | $11,427-86.9% |