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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 | $90,790 | $88,778+2.3% | $81,844+10.9% | $145,884-37.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $6,170 | $3,087+99.9% | $2,916+111.6% | $4,662+32.3% |
| Participant deferral / active EE | $8,583 | $4,648+84.6% | $4,323+98.5% | $6,690+28.3% |
| Admin fee / account holder | $472 | $8,430-94.4% | $7,355-93.6% | $13,392-96.5% |