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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 | $25,497 | $97,732-73.9% | $83,831-69.6% | $135,380-81.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.38% | 1287.56%-1292.9pp | 850.99%-856.4pp | 519.81%-525.2pp |
| Employer contribution / active EE | $9,098 | $4,222+115.5% | $3,631+150.5% | $4,779+90.4% |
| Participant deferral / active EE | $4,866 | $4,683+3.9% | $4,082+19.2% | $5,609-13.2% |
| Admin fee / account holder | $740 | $6,675-88.9% | $5,479-86.5% | $10,828-93.2% |