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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 | $135,338 | $97,732+38.5% | $83,831+61.4% | $135,3800% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.89% | 1287.56%-1291.4pp | 850.99%-854.9pp | 519.81%-523.7pp |
| Employer contribution / active EE | $6,691 | $4,222+58.5% | $3,631+84.3% | $4,779+40.0% |
| Participant deferral / active EE | $9,361 | $4,683+99.9% | $4,082+129.3% | $5,609+66.9% |
| Admin fee / account holder | $4,722 | $6,675-29.3% | $5,479-13.8% | $10,828-56.4% |