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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 | $157,760 | $97,732+61.4% | $83,831+88.2% | $135,380+16.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.82% | 1287.56%-1290.4pp | 850.99%-853.8pp | 519.81%-522.6pp |
| Employer contribution / active EE | $7,688 | $4,222+82.1% | $3,631+111.7% | $4,779+60.9% |
| Participant deferral / active EE | $11,742 | $4,683+150.7% | $4,082+187.7% | $5,609+109.3% |
| Admin fee / account holder | $8,401 | $6,675+25.9% | $5,479+53.3% | $10,828-22.4% |