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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 | $80,000 | $97,732-18.1% | $83,831-4.6% | $135,380-40.9% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -4.61% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $8,457 | $4,222+100.3% | $3,631+132.9% | $4,779+77.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,832 | $6,675-57.6% | $5,479-48.3% | $10,828-73.8% |