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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 | $121,270 | $97,729+24.1% | $83,830+44.7% | $135,379-10.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.43% | 1287.52%-1292.0pp | 850.97%-855.4pp | 519.79%-524.2pp |
| Employer contribution / active EE | $3,951 | $4,222-6.4% | $3,631+8.8% | $4,779-17.3% |
| Participant deferral / active EE | $8,239 | $4,683+75.9% | $4,082+101.8% | $5,609+46.9% |
| Admin fee / account holder | $2,544 | $6,674-61.9% | $5,479-53.6% | $10,828-76.5% |