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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 | $109,886 | $92,684+18.6% | $82,706+32.9% | $134,509-18.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.06% | 945.84%-951.9pp | 701.76%-707.8pp | 418.13%-424.2pp |
| Employer contribution / active EE | $3,963 | $3,272+21.1% | $3,007+31.8% | $4,741-16.4% |
| Participant deferral / active EE | $7,689 | $4,800+60.2% | $4,394+75.0% | $6,400+20.1% |
| Admin fee / account holder | $7,962 | $5,982+33.1% | $5,329+49.4% | $11,427-30.3% |