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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 | $26,291 | $97,732-73.1% | $83,831-68.6% | $135,380-80.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.04% | 1287.56%-1296.6pp | 850.99%-860.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $7,214 | $4,222+70.9% | $3,631+98.7% | $4,779+51.0% |
| Participant deferral / active EE | $2,271 | $4,683-51.5% | $4,082-44.4% | $5,609-59.5% |
| Admin fee / account holder | $1,511 | $6,675-77.4% | $5,479-72.4% | $10,828-86.0% |