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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 | $102,384 | $97,732+4.8% | $83,831+22.1% | $135,380-24.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.86% | 1287.56%-1292.4pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,921 | $4,222-30.8% | $3,631-19.6% | $4,779-38.9% |
| Participant deferral / active EE | $5,982 | $4,683+27.7% | $4,082+46.5% | $5,609+6.6% |
| Admin fee / account holder | $1,571 | $6,675-76.5% | $5,479-71.3% | $10,828-85.5% |