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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 | $156,664 | $97,729+60.3% | $83,830+86.9% | $135,379+15.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.23% | 1287.52%-1291.8pp | 850.97%-855.2pp | 519.79%-524.0pp |
| Employer contribution / active EE | $1,977 | $4,222-53.2% | $3,631-45.5% | $4,779-58.6% |
| Participant deferral / active EE | $10,057 | $4,683+114.8% | $4,082+146.4% | $5,609+79.3% |
| Admin fee / account holder | $2,401 | $6,674-64.0% | $5,479-56.2% | $10,828-77.8% |