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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 | $90,091 | $97,732-7.8% | $83,831+7.5% | $135,380-33.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.37% | 1287.56%-1294.9pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $20,771 | $4,222+392.0% | $3,631+472.0% | $4,779+334.6% |
| Participant deferral / active EE | $14,637 | $4,683+212.6% | $4,082+258.6% | $5,609+161.0% |
| Admin fee / account holder | $407 | $6,675-93.9% | $5,479-92.6% | $10,828-96.2% |