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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 | $86,145 | $97,729-11.9% | $83,830+2.8% | $135,379-36.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.39% | 1287.52%-1292.9pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $5,003 | $4,222+18.5% | $3,631+37.8% | $4,779+4.7% |
| Participant deferral / active EE | $8,045 | $4,683+71.8% | $4,082+97.1% | $5,609+43.4% |
| Admin fee / account holder | $7,259 | $6,674+8.8% | $5,479+32.5% | $10,828-33.0% |