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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 | $86,442 | $97,761-11.6% | $83,850+3.1% | $135,382-36.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.35% | 1287.44%-1291.8pp | 850.92%-855.3pp | 519.77%-524.1pp |
| Employer contribution / active EE | $10,973 | $4,222+159.9% | $3,631+202.2% | $4,779+129.6% |
| Participant deferral / active EE | $8,311 | $4,682+77.5% | $4,082+103.6% | $5,609+48.2% |
| Admin fee / account holder | $5,857 | $6,674-12.2% | $5,478+6.9% | $10,829-45.9% |