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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 | $110,979 | $97,732+13.6% | $83,831+32.4% | $135,380-18.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.80% | 1287.56%-1293.4pp | 850.99%-856.8pp | 519.81%-525.6pp |
| Employer contribution / active EE | $15,401 | $4,222+264.8% | $3,631+324.1% | $4,779+222.3% |
| Participant deferral / active EE | $4,535 | $4,683-3.2% | $4,082+11.1% | $5,609-19.1% |
| Admin fee / account holder | $4,385 | $6,675-34.3% | $5,479-20.0% | $10,828-59.5% |