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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 | $213,411 | $97,732+118.4% | $83,831+154.6% | $135,380+57.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.96% | 1287.56%-1288.5pp | 850.99%-851.9pp | 519.81%-520.8pp |
| Employer contribution / active EE | $4,820 | $4,222+14.2% | $3,631+32.7% | $4,779+0.9% |
| Participant deferral / active EE | $7,128 | $4,683+52.2% | $4,082+74.6% | $5,609+27.1% |
| Admin fee / account holder | $1,237 | $6,675-81.5% | $5,479-77.4% | $10,828-88.6% |