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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 | $88,655 | $97,732-9.3% | $83,831+5.8% | $135,380-34.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.63% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,419 | $4,222-42.7% | $3,631-33.4% | $4,779-49.4% |
| Participant deferral / active EE | $7,145 | $4,683+52.6% | $4,082+75.0% | $5,609+27.4% |
| Admin fee / account holder | $4,620 | $6,675-30.8% | $5,479-15.7% | $10,828-57.3% |