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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 | $144,877 | $97,732+48.2% | $83,831+72.8% | $135,380+7.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.60% | 1287.56%-1295.2pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,178 | $4,222-48.4% | $3,631-40.0% | $4,779-54.4% |
| Participant deferral / active EE | $6,397 | $4,683+36.6% | $4,082+56.7% | $5,609+14.0% |
| Admin fee / account holder | $737 | $6,675-89.0% | $5,479-86.5% | $10,828-93.2% |