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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 | $148,464 | $97,761+51.9% | $83,850+77.1% | $135,382+9.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.81% | 1287.44%-1293.3pp | 850.92%-856.7pp | 519.77%-525.6pp |
| Employer contribution / active EE | $2,365 | $4,222-44.0% | $3,631-34.9% | $4,779-50.5% |
| Participant deferral / active EE | $6,423 | $4,682+37.2% | $4,082+57.4% | $5,609+14.5% |
| Admin fee / account holder | $7,130 | $6,674+6.8% | $5,478+30.2% | $10,829-34.2% |