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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 | $144,905 | $97,732+48.3% | $83,831+72.9% | $135,380+7.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.89% | 1287.56%-1291.4pp | 850.99%-854.9pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,214 | $4,222-71.2% | $3,631-66.6% | $4,779-74.6% |
| Participant deferral / active EE | $9,714 | $4,683+107.4% | $4,082+138.0% | $5,609+73.2% |
| Admin fee / account holder | $4,111 | $6,675-38.4% | $5,479-25.0% | $10,828-62.0% |