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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 | $68,767 | $97,761-29.7% | $83,850-18.0% | $135,382-49.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.88% | 1287.44%-1296.3pp | 850.92%-859.8pp | 519.77%-528.7pp |
| Employer contribution / active EE | $12,655 | $4,222+199.8% | $3,631+248.5% | $4,779+164.8% |
| Participant deferral / active EE | $7,232 | $4,682+54.4% | $4,082+77.2% | $5,609+28.9% |
| Admin fee / account holder | $597 | $6,674-91.1% | $5,478-89.1% | $10,829-94.5% |