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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 | $109,154 | $97,761+11.7% | $83,850+30.2% | $135,382-19.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.32% | 1287.44%-1293.8pp | 850.92%-857.2pp | 519.77%-526.1pp |
| Employer contribution / active EE | $6,037 | $4,222+43.0% | $3,631+66.3% | $4,779+26.3% |
| Participant deferral / active EE | $6,175 | $4,682+31.9% | $4,082+51.3% | $5,609+10.1% |
| Admin fee / account holder | $703 | $6,674-89.5% | $5,478-87.2% | $10,829-93.5% |