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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 | $97,301 | $180,462-46.1% | $154,111-36.9% | $135,379-28.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.89% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $9,595 | $6,036+59.0% | $5,298+81.1% | $4,779+100.8% |
| Participant deferral / active EE | $12,784 | $5,806+120.2% | $5,081+151.6% | $5,609+127.9% |
| Admin fee / account holder | $1,546 | $16,145-90.4% | $13,411-88.5% | $10,828-85.7% |