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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 | $81,195 | $97,732-16.9% | $83,831-3.1% | $135,380-40.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.78% | 1287.56%-1293.3pp | 850.99%-856.8pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,365 | $4,222-67.7% | $3,631-62.4% | $4,779-71.4% |
| Participant deferral / active EE | $4,699 | $4,683+0.3% | $4,082+15.1% | $5,609-16.2% |
| Admin fee / account holder | $3,769 | $6,675-43.5% | $5,479-31.2% | $10,828-65.2% |