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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 | $36,039 | $97,761-63.1% | $83,850-57.0% | $135,382-73.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.64% | 1287.44%-1293.1pp | 850.92%-856.6pp | 519.77%-525.4pp |
| Employer contribution / active EE | $7,328 | $4,222+73.6% | $3,631+101.8% | $4,779+53.3% |
| Participant deferral / active EE | $4,909 | $4,682+4.8% | $4,082+20.3% | $5,609-12.5% |
| Admin fee / account holder | $1,171 | $6,674-82.5% | $5,478-78.6% | $10,829-89.2% |