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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 | $216,189 | $97,729+121.2% | $83,830+157.9% | $135,379+59.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.16% | 1287.52%-1295.7pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $4,601 | $4,222+9.0% | $3,631+26.7% | $4,779-3.7% |
| Participant deferral / active EE | $3,956 | $4,683-15.5% | $4,082-3.1% | $5,609-29.5% |
| Admin fee / account holder | $4,637 | $6,674-30.5% | $5,479-15.4% | $10,828-57.2% |