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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 | $80,263 | $97,761-17.9% | $83,850-4.3% | $135,382-40.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.88% | 1287.44%-1295.3pp | 850.92%-858.8pp | 519.77%-527.6pp |
| Employer contribution / active EE | $21,965 | $4,222+420.3% | $3,631+504.9% | $4,779+359.6% |
| Participant deferral / active EE | $6,559 | $4,682+40.1% | $4,082+60.7% | $5,609+16.9% |
| Admin fee / account holder | $434 | $6,674-93.5% | $5,478-92.1% | $10,829-96.0% |