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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 | $106,883 | $97,732+9.4% | $83,831+27.5% | $135,380-21.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.48% | 1287.56%-1292.0pp | 850.99%-855.5pp | 519.81%-524.3pp |
| Employer contribution / active EE | $5,833 | $4,222+38.2% | $3,631+60.6% | $4,779+22.1% |
| Participant deferral / active EE | $2,492 | $4,683-46.8% | $4,082-39.0% | $5,609-55.6% |
| Admin fee / account holder | $6,584 | $6,675-1.4% | $5,479+20.2% | $10,828-39.2% |