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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 | $152,598 | $97,761+56.1% | $83,850+82.0% | $135,382+12.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.57% | 1287.44%-1296.0pp | 850.92%-859.5pp | 519.77%-528.3pp |
| Employer contribution / active EE | $4,438 | $4,222+5.1% | $3,631+22.2% | $4,779-7.1% |
| Participant deferral / active EE | $8,121 | $4,682+73.4% | $4,082+99.0% | $5,609+44.8% |
| Admin fee / account holder | $1,528 | $6,674-77.1% | $5,478-72.1% | $10,829-85.9% |