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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 | $121,410 | $97,732+24.2% | $83,831+44.8% | $135,380-10.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.36% | 1287.56%-1294.9pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $8,407 | $4,222+99.1% | $3,631+131.5% | $4,779+75.9% |
| Participant deferral / active EE | $9,919 | $4,683+111.8% | $4,082+143.0% | $5,609+76.8% |
| Admin fee / account holder | $1,213 | $6,675-81.8% | $5,479-77.9% | $10,828-88.8% |