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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 | $92,883 | $97,732-5.0% | $83,831+10.8% | $135,380-31.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.87% | 1287.56%-1292.4pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,756 | $4,222+60.0% | $3,631+86.1% | $4,779+41.4% |
| Participant deferral / active EE | $4,355 | $4,683-7.0% | $4,082+6.7% | $5,609-22.3% |
| Admin fee / account holder | $495 | $6,675-92.6% | $5,479-91.0% | $10,828-95.4% |