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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 | $119,070 | $97,732+21.8% | $83,831+42.0% | $135,380-12.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.47% | 1287.56%-1294.0pp | 850.99%-857.5pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,068 | $4,222-27.3% | $3,631-15.5% | $4,779-35.8% |
| Participant deferral / active EE | $7,913 | $4,683+69.0% | $4,082+93.8% | $5,609+41.1% |
| Admin fee / account holder | $1,145 | $6,675-82.8% | $5,479-79.1% | $10,828-89.4% |