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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 | $58,510 | $97,761-40.1% | $83,850-30.2% | $135,382-56.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.82% | 1287.44%-1295.3pp | 850.92%-858.7pp | 519.77%-527.6pp |
| Employer contribution / active EE | $2,564 | $4,222-39.3% | $3,631-29.4% | $4,779-46.3% |
| Participant deferral / active EE | $5,241 | $4,682+11.9% | $4,082+28.4% | $5,609-6.6% |
| Admin fee / account holder | $3,369 | $6,674-49.5% | $5,478-38.5% | $10,829-68.9% |