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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 | $77,022 | $97,732-21.2% | $83,831-8.1% | $135,380-43.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.67% | 1287.56%-1289.2pp | 850.99%-852.7pp | 519.81%-521.5pp |
| Employer contribution / active EE | $27,204 | $4,222+544.3% | $3,631+649.2% | $4,779+469.2% |
| Participant deferral / active EE | $9,000 | $4,683+92.2% | $4,082+120.5% | $5,609+60.5% |
| Admin fee / account holder | $8,296 | $6,675+24.3% | $5,479+51.4% | $10,828-23.4% |