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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 | $53,401 | $97,729-45.4% | $83,830-36.3% | $135,379-60.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.45% | 1287.52%-1293.0pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $8,643 | $4,222+104.7% | $3,631+138.0% | $4,779+80.9% |
| Participant deferral / active EE | $9,022 | $4,683+92.7% | $4,082+121.0% | $5,609+60.8% |
| Admin fee / account holder | $2,164 | $6,674-67.6% | $5,479-60.5% | $10,828-80.0% |