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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 | $122,770 | $97,761+25.6% | $83,850+46.4% | $135,382-9.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.06% | 1287.44%-1293.5pp | 850.92%-857.0pp | 519.77%-525.8pp |
| Employer contribution / active EE | $8,279 | $4,222+96.1% | $3,631+128.0% | $4,779+73.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,090 | $6,674-83.7% | $5,478-80.1% | $10,829-89.9% |