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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 | $46,268 | $97,732-52.7% | $83,831-44.8% | $135,380-65.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.68% | 1287.56%-1295.2pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $3,370 | $4,222-20.2% | $3,631-7.2% | $4,779-29.5% |
| Participant deferral / active EE | $4,060 | $4,683-13.3% | $4,082-0.5% | $5,609-27.6% |
| Admin fee / account holder | $2,362 | $6,675-64.6% | $5,479-56.9% | $10,828-78.2% |