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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 | $165,269 | $97,732+69.1% | $83,831+97.1% | $135,380+22.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.08% | 1287.56%-1288.6pp | 850.99%-852.1pp | 519.81%-520.9pp |
| Employer contribution / active EE | $9,233 | $4,222+118.7% | $3,631+154.3% | $4,779+93.2% |
| Participant deferral / active EE | $7,779 | $4,683+66.1% | $4,082+90.6% | $5,609+38.7% |
| Admin fee / account holder | $702 | $6,675-89.5% | $5,479-87.2% | $10,828-93.5% |