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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 | $79,277 | $97,729-18.9% | $83,830-5.4% | $135,379-41.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.23% | 1287.52%-1294.7pp | 850.97%-858.2pp | 519.79%-527.0pp |
| Employer contribution / active EE | $2,301 | $4,222-45.5% | $3,631-36.6% | $4,779-51.8% |
| Participant deferral / active EE | $3,818 | $4,683-18.5% | $4,082-6.5% | $5,609-31.9% |
| Admin fee / account holder | $1,014 | $6,674-84.8% | $5,479-81.5% | $10,828-90.6% |