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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 | $74,859 | $97,761-23.4% | $83,850-10.7% | $135,382-44.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.57% | 1287.44%-1297.0pp | 850.92%-860.5pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,691 | $4,222-59.9% | $3,631-53.4% | $4,779-64.6% |
| Participant deferral / active EE | $5,444 | $4,682+16.3% | $4,082+33.4% | $5,609-2.9% |
| Admin fee / account holder | $755 | $6,674-88.7% | $5,478-86.2% | $10,829-93.0% |