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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 | $57,391 | $97,761-41.3% | $83,850-31.6% | $135,382-57.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.31% | 1287.44%-1293.8pp | 850.92%-857.2pp | 519.77%-526.1pp |
| Employer contribution / active EE | $6,437 | $4,222+52.5% | $3,631+77.3% | $4,779+34.7% |
| Participant deferral / active EE | $6,376 | $4,682+36.2% | $4,082+56.2% | $5,609+13.7% |
| Admin fee / account holder | $10,432 | $6,674+56.3% | $5,478+90.4% | $10,829-3.7% |