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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 | $120,106 | $97,729+22.9% | $83,830+43.3% | $135,379-11.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.90% | 1287.52%-1294.4pp | 850.97%-857.9pp | 519.79%-526.7pp |
| Employer contribution / active EE | $12,445 | $4,222+194.8% | $3,631+242.7% | $4,779+160.4% |
| Participant deferral / active EE | $12,007 | $4,683+156.4% | $4,082+194.2% | $5,609+114.1% |
| Admin fee / account holder | $5,105 | $6,674-23.5% | $5,479-6.8% | $10,828-52.8% |