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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 | $74,505 | $97,729-23.8% | $83,830-11.1% | $135,379-45.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.42% | 1287.52%-1292.9pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,315 | $4,222-68.9% | $3,631-63.8% | $4,779-72.5% |
| Participant deferral / active EE | $12,871 | $4,683+174.9% | $4,082+215.3% | $5,609+129.5% |
| Admin fee / account holder | $551 | $6,674-91.7% | $5,479-89.9% | $10,828-94.9% |