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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 | $25,056 | $97,761-74.4% | $83,850-70.1% | $135,382-81.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.24% | 1287.44%-1294.7pp | 850.92%-858.2pp | 519.77%-527.0pp |
| Employer contribution / active EE | $6,581 | $4,222+55.9% | $3,631+81.3% | $4,779+37.7% |
| Participant deferral / active EE | $8,972 | $4,682+91.6% | $4,082+119.8% | $5,609+60.0% |
| Admin fee / account holder | $1,374 | $6,674-79.4% | $5,478-74.9% | $10,829-87.3% |