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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 | $79,686 | $97,729-18.5% | $83,830-4.9% | $135,379-41.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.37% | 1287.52%-1292.9pp | 850.97%-856.3pp | 519.79%-525.2pp |
| Employer contribution / active EE | $6,407 | $4,222+51.7% | $3,631+76.4% | $4,779+34.1% |
| Participant deferral / active EE | $6,855 | $4,683+46.4% | $4,082+67.9% | $5,609+22.2% |
| Admin fee / account holder | $572 | $6,674-91.4% | $5,479-89.6% | $10,828-94.7% |