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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 | $65,630 | $97,732-32.8% | $83,831-21.7% | $135,380-51.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.15% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $7,791 | $4,222+84.5% | $3,631+114.6% | $4,779+63.0% |
| Participant deferral / active EE | $8,022 | $4,683+71.3% | $4,082+96.5% | $5,609+43.0% |
| Admin fee / account holder | $737 | $6,675-89.0% | $5,479-86.6% | $10,828-93.2% |