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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 | $84,307 | $97,761-13.8% | $83,850+0.5% | $135,382-37.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.84% | 1287.44%-1293.3pp | 850.92%-856.8pp | 519.77%-525.6pp |
| Employer contribution / active EE | $10,000 | $4,222+136.9% | $3,631+175.4% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,343 | $6,674-34.9% | $5,478-20.7% | $10,829-59.9% |