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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 | $59,888 | $97,761-38.7% | $83,850-28.6% | $135,382-55.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.98% | 1287.44%-1293.4pp | 850.92%-856.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $2,371 | $4,222-43.8% | $3,631-34.7% | $4,779-50.4% |
| Participant deferral / active EE | $5,134 | $4,682+9.7% | $4,082+25.8% | $5,609-8.5% |
| Admin fee / account holder | $1,209 | $6,674-81.9% | $5,478-77.9% | $10,829-88.8% |