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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 | $156,653 | $97,761+60.2% | $83,850+86.8% | $135,382+15.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.21% | 1287.44%-1293.7pp | 850.92%-857.1pp | 519.77%-526.0pp |
| Employer contribution / active EE | $3,691 | $4,222-12.6% | $3,631+1.7% | $4,779-22.8% |
| Participant deferral / active EE | $13,625 | $4,682+191.0% | $4,082+233.8% | $5,609+142.9% |
| Admin fee / account holder | $403 | $6,674-94.0% | $5,478-92.6% | $10,829-96.3% |