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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 | $137,435 | $97,732+40.6% | $83,831+63.9% | $135,380+1.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.63% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,697 | $4,222+11.2% | $3,631+29.3% | $4,779-1.7% |
| Participant deferral / active EE | $10,576 | $4,683+125.9% | $4,082+159.1% | $5,609+88.6% |
| Admin fee / account holder | $2,294 | $6,675-65.6% | $5,479-58.1% | $10,828-78.8% |