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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 | $108,842 | $97,761+11.3% | $83,850+29.8% | $135,382-19.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.24% | 1287.44%-1293.7pp | 850.92%-857.2pp | 519.77%-526.0pp |
| Employer contribution / active EE | $7,220 | $4,222+71.0% | $3,631+98.8% | $4,779+51.1% |
| Participant deferral / active EE | $5,520 | $4,682+17.9% | $4,082+35.2% | $5,609-1.6% |
| Admin fee / account holder | $5,280 | $6,674-20.9% | $5,478-3.6% | $10,829-51.2% |