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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 | $96,350 | $97,729-1.4% | $83,830+14.9% | $135,379-28.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.84% | 1287.52%-1291.4pp | 850.97%-854.8pp | 519.79%-523.6pp |
| Employer contribution / active EE | $12,384 | $4,222+193.3% | $3,631+241.1% | $4,779+159.1% |
| Participant deferral / active EE | $7,903 | $4,683+68.8% | $4,082+93.6% | $5,609+40.9% |
| Admin fee / account holder | $5,226 | $6,674-21.7% | $5,479-4.6% | $10,828-51.7% |