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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 | $52,556 | $97,729-46.2% | $83,830-37.3% | $135,379-61.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.33% | 1287.52%-1295.9pp | 850.97%-859.3pp | 519.79%-528.1pp |
| Employer contribution / active EE | $7,720 | $4,222+82.8% | $3,631+112.6% | $4,779+61.5% |
| Participant deferral / active EE | $8,938 | $4,683+90.9% | $4,082+119.0% | $5,609+59.4% |
| Admin fee / account holder | $8,387 | $6,674+25.7% | $5,479+53.1% | $10,828-22.5% |