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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 | $92,592 | $97,732-5.3% | $83,831+10.5% | $135,380-31.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.13% | 1287.56%-1295.7pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $6,398 | $4,222+51.5% | $3,631+76.2% | $4,779+33.9% |
| Participant deferral / active EE | $8,063 | $4,683+72.2% | $4,082+97.5% | $5,609+43.8% |
| Admin fee / account holder | $925 | $6,675-86.1% | $5,479-83.1% | $10,828-91.5% |