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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 | $72,779 | $97,729-25.5% | $83,830-13.2% | $135,379-46.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.78% | 1287.52%-1296.3pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,225 | $4,222-47.3% | $3,631-38.7% | $4,779-53.4% |
| Participant deferral / active EE | $9,145 | $4,683+95.3% | $4,082+124.0% | $5,609+63.0% |
| Admin fee / account holder | $653 | $6,674-90.2% | $5,479-88.1% | $10,828-94.0% |