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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 | $30,123 | $97,761-69.2% | $83,850-64.1% | $135,382-77.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.65% | 1287.44%-1295.1pp | 850.92%-858.6pp | 519.77%-527.4pp |
| Employer contribution / active EE | $6,430 | $4,222+52.3% | $3,631+77.1% | $4,779+34.5% |
| Participant deferral / active EE | $4,606 | $4,682-1.6% | $4,082+12.8% | $5,609-17.9% |
| Admin fee / account holder | $8,578 | $6,674+28.5% | $5,478+56.6% | $10,829-20.8% |