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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 | $42,274 | $97,732-56.7% | $83,831-49.6% | $135,380-68.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.64% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $6,559 | $4,222+55.4% | $3,631+80.6% | $4,779+37.3% |
| Participant deferral / active EE | $7,640 | $4,683+63.1% | $4,082+87.2% | $5,609+36.2% |
| Admin fee / account holder | $14,367 | $6,675+115.3% | $5,479+162.2% | $10,828+32.7% |