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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 | $55,441 | $97,761-43.3% | $83,850-33.9% | $135,382-59.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.71% | 1287.44%-1295.1pp | 850.92%-858.6pp | 519.77%-527.5pp |
| Employer contribution / active EE | $8,320 | $4,222+97.1% | $3,631+129.1% | $4,779+74.1% |
| Participant deferral / active EE | $2,241 | $4,682-52.1% | $4,082-45.1% | $5,609-60.1% |
| Admin fee / account holder | $515 | $6,674-92.3% | $5,478-90.6% | $10,829-95.2% |