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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 | $25,806 | $97,729-73.6% | $83,830-69.2% | $135,379-80.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.11% | 1287.52%-1295.6pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $5,920 | $4,222+40.2% | $3,631+63.0% | $4,779+23.9% |
| Participant deferral / active EE | $4,764 | $4,683+1.7% | $4,082+16.7% | $5,609-15.1% |
| Admin fee / account holder | $336 | $6,674-95.0% | $5,479-93.9% | $10,828-96.9% |