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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 | $102,661 | $97,732+5.0% | $83,831+22.5% | $135,380-24.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.60% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $5,683 | $4,222+34.6% | $3,631+56.5% | $4,779+18.9% |
| Participant deferral / active EE | $9,954 | $4,683+112.6% | $4,082+143.8% | $5,609+77.5% |
| Admin fee / account holder | $917 | $6,675-86.3% | $5,479-83.3% | $10,828-91.5% |