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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 | $61,630 | $97,729-36.9% | $83,830-26.5% | $135,379-54.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.23% | 1287.52%-1295.7pp | 850.97%-859.2pp | 519.79%-528.0pp |
| Employer contribution / active EE | $14,556 | $4,222+244.8% | $3,631+300.9% | $4,779+204.6% |
| Participant deferral / active EE | $9,891 | $4,683+111.2% | $4,082+142.3% | $5,609+76.3% |
| Admin fee / account holder | $751 | $6,674-88.7% | $5,479-86.3% | $10,828-93.1% |