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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 | $39,540 | $97,732-59.5% | $83,831-52.8% | $135,380-70.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.04% | 1287.56%-1293.6pp | 850.99%-857.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,879 | $4,222-8.1% | $3,631+6.8% | $4,779-18.8% |
| Participant deferral / active EE | $6,964 | $4,683+48.7% | $4,082+70.6% | $5,609+24.2% |
| Admin fee / account holder | $8,194 | $6,675+22.8% | $5,479+49.6% | $10,828-24.3% |