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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 | $85,902 | $97,729-12.1% | $83,830+2.5% | $135,379-36.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.92% | 1287.52%-1293.4pp | 850.97%-856.9pp | 519.79%-525.7pp |
| Employer contribution / active EE | $7,143 | $4,222+69.2% | $3,631+96.7% | $4,779+49.5% |
| Participant deferral / active EE | $7,426 | $4,683+58.6% | $4,082+81.9% | $5,609+32.4% |
| Admin fee / account holder | $3,203 | $6,674-52.0% | $5,479-41.5% | $10,828-70.4% |