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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 | $59,970 | $97,761-38.7% | $83,850-28.5% | $135,382-55.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.44% | 1287.44%-1290.9pp | 850.92%-854.4pp | 519.77%-523.2pp |
| Employer contribution / active EE | $15,236 | $4,222+260.9% | $3,631+319.6% | $4,779+218.8% |
| Participant deferral / active EE | $9,153 | $4,682+95.5% | $4,082+124.2% | $5,609+63.2% |
| Admin fee / account holder | $3,731 | $6,674-44.1% | $5,478-31.9% | $10,829-65.5% |