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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 | $67,675 | $97,761-30.8% | $83,850-19.3% | $135,382-50.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.93% | 1287.44%-1292.4pp | 850.92%-855.9pp | 519.77%-524.7pp |
| Employer contribution / active EE | $7,300 | $4,222+72.9% | $3,631+101.0% | $4,779+52.8% |
| Participant deferral / active EE | $3,782 | $4,682-19.2% | $4,082-7.3% | $5,609-32.6% |
| Admin fee / account holder | $783 | $6,674-88.3% | $5,478-85.7% | $10,829-92.8% |