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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 | $75,976 | $97,732-22.3% | $83,831-9.4% | $135,380-43.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.45% | 1287.56%-1295.0pp | 850.99%-858.4pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,866 | $4,222-8.4% | $3,631+6.5% | $4,779-19.1% |
| Participant deferral / active EE | $3,289 | $4,683-29.8% | $4,082-19.4% | $5,609-41.4% |
| Admin fee / account holder | $907 | $6,675-86.4% | $5,479-83.5% | $10,828-91.6% |