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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 | $64,849 | $97,729-33.6% | $83,830-22.6% | $135,379-52.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.07% | 1287.52%-1294.6pp | 850.97%-858.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,849 | $4,222-32.5% | $3,631-21.5% | $4,779-40.4% |
| Participant deferral / active EE | $3,447 | $4,683-26.4% | $4,082-15.6% | $5,609-38.5% |
| Admin fee / account holder | $1,272 | $6,674-80.9% | $5,479-76.8% | $10,828-88.3% |