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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 | $166,806 | $97,732+70.7% | $83,831+99.0% | $135,380+23.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.89% | 1287.56%-1293.4pp | 850.99%-856.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $6,000 | $4,222+42.1% | $3,631+65.2% | $4,779+25.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,543 | $6,675+13.0% | $5,479+37.7% | $10,828-30.3% |