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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 | $98,242 | $97,759+0.5% | $83,849+17.2% | $135,377-27.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.12% | 1287.41%-1292.5pp | 850.91%-856.0pp | 519.75%-524.9pp |
| Employer contribution / active EE | $7,338 | $4,222+73.8% | $3,631+102.1% | $4,779+53.6% |
| Participant deferral / active EE | $6,196 | $4,682+32.3% | $4,082+51.8% | $5,609+10.5% |
| Admin fee / account holder | $19,131 | $6,674+186.6% | $5,478+249.2% | $10,828+76.7% |