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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 | $40,437 | $97,732-58.6% | $83,831-51.8% | $135,380-70.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.63% | 1287.56%-1295.2pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $12,893 | $4,222+205.4% | $3,631+255.1% | $4,779+169.8% |
| Participant deferral / active EE | $3,107 | $4,683-33.7% | $4,082-23.9% | $5,609-44.6% |
| Admin fee / account holder | $4,118 | $6,675-38.3% | $5,479-24.8% | $10,828-62.0% |