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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 | $66,512 | $97,759-32.0% | $83,849-20.7% | $135,377-50.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.93% | 1287.41%-1295.3pp | 850.91%-858.8pp | 519.75%-527.7pp |
| Employer contribution / active EE | $6,429 | $4,222+52.3% | $3,631+77.1% | $4,779+34.5% |
| Participant deferral / active EE | $7,987 | $4,682+70.6% | $4,082+95.7% | $5,609+42.4% |
| Admin fee / account holder | $2,030 | $6,674-69.6% | $5,478-63.0% | $10,828-81.3% |