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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 | $111,337 | $97,732+13.9% | $83,831+32.8% | $135,380-17.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.01% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $4,601 | $4,222+9.0% | $3,631+26.7% | $4,779-3.7% |
| Participant deferral / active EE | $7,644 | $4,683+63.2% | $4,082+87.3% | $5,609+36.3% |
| Admin fee / account holder | $1,297 | $6,675-80.6% | $5,479-76.3% | $10,828-88.0% |