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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 | $48,239 | $97,759-50.7% | $83,849-42.5% | $135,377-64.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.03% | 1287.41%-1293.4pp | 850.91%-856.9pp | 519.75%-525.8pp |
| Employer contribution / active EE | $9,025 | $4,222+113.8% | $3,631+148.6% | $4,779+88.9% |
| Participant deferral / active EE | $5,737 | $4,682+22.5% | $4,082+40.6% | $5,609+2.3% |
| Admin fee / account holder | $733 | $6,674-89.0% | $5,478-86.6% | $10,828-93.2% |