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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 | $93,020 | $97,729-4.8% | $83,830+11.0% | $135,379-31.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.33% | 1287.52%-1290.9pp | 850.97%-854.3pp | 519.79%-523.1pp |
| Employer contribution / active EE | $10,088 | $4,222+139.0% | $3,631+177.8% | $4,779+111.1% |
| Participant deferral / active EE | $7,599 | $4,683+62.3% | $4,082+86.2% | $5,609+35.5% |
| Admin fee / account holder | $38,620 | $6,674+478.6% | $5,479+604.9% | $10,828+256.7% |