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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 | $160,249 | $97,729+64.0% | $83,830+91.2% | $135,379+18.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.59% | 1287.52%-1292.1pp | 850.97%-855.6pp | 519.79%-524.4pp |
| Employer contribution / active EE | $7,785 | $4,222+84.4% | $3,631+114.4% | $4,779+62.9% |
| Participant deferral / active EE | $6,044 | $4,683+29.1% | $4,082+48.1% | $5,609+7.8% |
| Admin fee / account holder | $6,589 | $6,674-1.3% | $5,479+20.3% | $10,828-39.1% |