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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 | $54,797 | $97,729-43.9% | $83,830-34.6% | $135,379-59.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.52% | 1287.52%-1295.0pp | 850.97%-858.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $4,323 | $4,222+2.4% | $3,631+19.1% | $4,779-9.5% |
| Participant deferral / active EE | $7,847 | $4,683+67.6% | $4,082+92.2% | $5,609+39.9% |
| Admin fee / account holder | $1,420 | $6,674-78.7% | $5,479-74.1% | $10,828-86.9% |