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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 | $70,865 | $97,729-27.5% | $83,830-15.5% | $135,379-47.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.07% | 1287.52%-1291.6pp | 850.97%-855.0pp | 519.79%-523.9pp |
| Employer contribution / active EE | $3,804 | $4,222-9.9% | $3,631+4.8% | $4,779-20.4% |
| Participant deferral / active EE | $12,630 | $4,683+169.7% | $4,082+209.4% | $5,609+125.2% |
| Admin fee / account holder | $25,337 | $6,674+279.6% | $5,479+362.5% | $10,828+134.0% |