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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 | $90,745 | $97,729-7.1% | $83,830+8.2% | $135,379-33.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.63% | 1287.52%-1293.1pp | 850.97%-856.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $5,754 | $4,222+36.3% | $3,631+58.5% | $4,779+20.4% |
| Participant deferral / active EE | $3,079 | $4,683-34.3% | $4,082-24.6% | $5,609-45.1% |
| Admin fee / account holder | $2,257 | $6,674-66.2% | $5,479-58.8% | $10,828-79.2% |