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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 | $115,248 | $97,729+17.9% | $83,830+37.5% | $135,379-14.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.14% | 1287.52%-1295.7pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,023 | $4,222-52.1% | $3,631-44.3% | $4,779-57.7% |
| Participant deferral / active EE | $3,157 | $4,683-32.6% | $4,082-22.7% | $5,609-43.7% |
| Admin fee / account holder | $398 | $6,674-94.0% | $5,479-92.7% | $10,828-96.3% |