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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 | $84,409 | $97,732-13.6% | $83,831+0.7% | $135,380-37.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.67% | 1287.56%-1295.2pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $4,998 | $4,222+18.4% | $3,631+37.6% | $4,779+4.6% |
| Participant deferral / active EE | $11,901 | $4,683+154.1% | $4,082+191.6% | $5,609+112.2% |
| Admin fee / account holder | $915 | $6,675-86.3% | $5,479-83.3% | $10,828-91.5% |