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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 | $88,181 | $97,732-9.8% | $83,831+5.2% | $135,380-34.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.65% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,849 | $4,222-56.2% | $3,631-49.1% | $4,779-61.3% |
| Participant deferral / active EE | $2,840 | $4,683-39.4% | $4,082-30.4% | $5,609-49.4% |
| Admin fee / account holder | $1,584 | $6,675-76.3% | $5,479-71.1% | $10,828-85.4% |