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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 | $82,198 | $97,732-15.9% | $83,831-1.9% | $135,380-39.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.10% | 1287.56%-1292.7pp | 850.99%-856.1pp | 519.81%-524.9pp |
| Employer contribution / active EE | $754 | $4,222-82.2% | $3,631-79.2% | $4,779-84.2% |
| Participant deferral / active EE | $3,414 | $4,683-27.1% | $4,082-16.4% | $5,609-39.1% |
| Admin fee / account holder | $823 | $6,675-87.7% | $5,479-85.0% | $10,828-92.4% |