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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 | $101,019 | $97,729+3.4% | $83,830+20.5% | $135,379-25.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.31% | 1287.52%-1291.8pp | 850.97%-855.3pp | 519.79%-524.1pp |
| Employer contribution / active EE | $2,462 | $4,222-41.7% | $3,631-32.2% | $4,779-48.5% |
| Participant deferral / active EE | $4,588 | $4,683-2.0% | $4,082+12.4% | $5,609-18.2% |
| Admin fee / account holder | $703 | $6,674-89.5% | $5,479-87.2% | $10,828-93.5% |