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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 | $92,024 | $97,732-5.8% | $83,831+9.8% | $135,380-32.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.72% | 1287.56%-1295.3pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $27,723 | $4,222+556.6% | $3,631+663.5% | $4,779+480.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,217 | $6,675-81.8% | $5,479-77.8% | $10,828-88.8% |