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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 | $38,084 | $97,732-61.0% | $83,831-54.6% | $135,380-71.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.91% | 1287.56%-1296.5pp | 850.99%-859.9pp | 519.81%-528.7pp |
| Employer contribution / active EE | $7,735 | $4,222+83.2% | $3,631+113.0% | $4,779+61.8% |
| Participant deferral / active EE | $6,070 | $4,683+29.6% | $4,082+48.7% | $5,609+8.2% |
| Admin fee / account holder | $881 | $6,675-86.8% | $5,479-83.9% | $10,828-91.9% |