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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 | $103,982 | $97,732+6.4% | $83,831+24.0% | $135,380-23.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.92% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $14,299 | $4,222+238.7% | $3,631+293.8% | $4,779+199.2% |
| Participant deferral / active EE | $7,828 | $4,683+67.2% | $4,082+91.8% | $5,609+39.6% |
| Admin fee / account holder | $12,868 | $6,675+92.8% | $5,479+134.9% | $10,828+18.8% |