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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 | $84,006 | $97,729-14.0% | $83,830+0.2% | $135,379-37.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.93% | 1287.52%-1293.4pp | 850.97%-856.9pp | 519.79%-525.7pp |
| Employer contribution / active EE | $4,184 | $4,222-0.9% | $3,631+15.2% | $4,779-12.5% |
| Participant deferral / active EE | $4,848 | $4,683+3.5% | $4,082+18.8% | $5,609-13.6% |
| Admin fee / account holder | $812 | $6,674-87.8% | $5,479-85.2% | $10,828-92.5% |