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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 | $149,812 | $97,732+53.3% | $83,831+78.7% | $135,380+10.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.48% | 1287.56%-1291.0pp | 850.99%-854.5pp | 519.81%-523.3pp |
| Employer contribution / active EE | $5,345 | $4,222+26.6% | $3,631+47.2% | $4,779+11.9% |
| Participant deferral / active EE | $7,413 | $4,683+58.3% | $4,082+81.6% | $5,609+32.2% |
| Admin fee / account holder | $850 | $6,675-87.3% | $5,479-84.5% | $10,828-92.1% |