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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 | $136,533 | $97,732+39.7% | $83,831+62.9% | $135,380+0.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.95% | 1287.56%-1292.5pp | 850.99%-855.9pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,878 | $4,222-31.8% | $3,631-20.7% | $4,779-39.8% |
| Participant deferral / active EE | $10,476 | $4,683+123.7% | $4,082+156.6% | $5,609+86.8% |
| Admin fee / account holder | $731 | $6,675-89.1% | $5,479-86.7% | $10,828-93.3% |