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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 | $85,899 | $97,729-12.1% | $83,830+2.5% | $135,379-36.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.42% | 1287.52%-1293.9pp | 850.97%-857.4pp | 519.79%-526.2pp |
| Employer contribution / active EE | $4,287 | $4,222+1.5% | $3,631+18.1% | $4,779-10.3% |
| Participant deferral / active EE | $4,907 | $4,683+4.8% | $4,082+20.2% | $5,609-12.5% |
| Admin fee / account holder | $2,088 | $6,674-68.7% | $5,479-61.9% | $10,828-80.7% |