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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 | $75,209 | $97,732-23.0% | $83,831-10.3% | $135,380-44.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.55% | 1287.56%-1292.1pp | 850.99%-855.5pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,796 | $4,222-10.1% | $3,631+4.5% | $4,779-20.6% |
| Participant deferral / active EE | $8,097 | $4,683+72.9% | $4,082+98.4% | $5,609+44.4% |
| Admin fee / account holder | $19,898 | $6,675+198.1% | $5,479+263.2% | $10,828+83.8% |