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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 | $92,498 | $97,732-5.4% | $83,831+10.3% | $135,380-31.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.55% | 1287.56%-1293.1pp | 850.99%-856.5pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,776 | $4,222+13.1% | $3,631+31.5% | $4,779-0.1% |
| Participant deferral / active EE | $8,181 | $4,683+74.7% | $4,082+100.4% | $5,609+45.9% |
| Admin fee / account holder | $4,626 | $6,675-30.7% | $5,479-15.6% | $10,828-57.3% |