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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 | $65,081 | $97,761-33.4% | $83,850-22.4% | $135,382-51.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.39% | 1287.44%-1291.8pp | 850.92%-855.3pp | 519.77%-524.2pp |
| Employer contribution / active EE | $15,252 | $4,222+261.3% | $3,631+320.1% | $4,779+219.2% |
| Participant deferral / active EE | $1,727 | $4,682-63.1% | $4,082-57.7% | $5,609-69.2% |
| Admin fee / account holder | $620 | $6,674-90.7% | $5,478-88.7% | $10,829-94.3% |