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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 | $28,350 | $97,732-71.0% | $83,831-66.2% | $135,380-79.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.41% | 1287.56%-1297.0pp | 850.99%-860.4pp | 519.81%-529.2pp |
| Employer contribution / active EE | $4,023 | $4,222-4.7% | $3,631+10.8% | $4,779-15.8% |
| Participant deferral / active EE | $7,648 | $4,683+63.3% | $4,082+87.4% | $5,609+36.4% |
| Admin fee / account holder | $665 | $6,675-90.0% | $5,479-87.9% | $10,828-93.9% |