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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 | $47,294 | $97,732-51.6% | $83,831-43.6% | $135,380-65.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.83% | 1287.56%-1291.4pp | 850.99%-854.8pp | 519.81%-523.6pp |
| Employer contribution / active EE | $9,285 | $4,222+119.9% | $3,631+155.7% | $4,779+94.3% |
| Participant deferral / active EE | $2,143 | $4,683-54.2% | $4,082-47.5% | $5,609-61.8% |
| Admin fee / account holder | $10,982 | $6,675+64.5% | $5,479+100.5% | $10,828+1.4% |