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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 | $157,156 | $97,729+60.8% | $83,830+87.5% | $135,379+16.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.20% | 1287.52%-1294.7pp | 850.97%-858.2pp | 519.79%-527.0pp |
| Employer contribution / active EE | $4,885 | $4,222+15.7% | $3,631+34.5% | $4,779+2.2% |
| Participant deferral / active EE | $9,069 | $4,683+93.7% | $4,082+122.2% | $5,609+61.7% |
| Admin fee / account holder | $321 | $6,674-95.2% | $5,479-94.1% | $10,828-97.0% |