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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 | $91,435 | $97,732-6.4% | $83,831+9.1% | $135,380-32.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.57% | 1287.56%-1293.1pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $8,333 | $4,222+97.4% | $3,631+129.5% | $4,779+74.4% |
| Participant deferral / active EE | $11,808 | $4,683+152.1% | $4,082+189.3% | $5,609+110.5% |
| Admin fee / account holder | $20,307 | $6,675+204.3% | $5,479+270.7% | $10,828+87.5% |