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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 | $78,787 | $97,729-19.4% | $83,830-6.0% | $135,379-41.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.19% | 1287.52%-1294.7pp | 850.97%-858.2pp | 519.79%-527.0pp |
| Employer contribution / active EE | $10,009 | $4,222+137.1% | $3,631+175.7% | $4,779+109.4% |
| Participant deferral / active EE | $15,440 | $4,683+229.7% | $4,082+278.3% | $5,609+175.3% |
| Admin fee / account holder | $1,682 | $6,674-74.8% | $5,479-69.3% | $10,828-84.5% |