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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 | $79,932 | $97,732-18.2% | $83,831-4.7% | $135,380-41.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.74% | 1287.56%-1295.3pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $21,918 | $4,222+419.1% | $3,631+503.6% | $4,779+358.7% |
| Participant deferral / active EE | $13,276 | $4,683+183.5% | $4,082+225.2% | $5,609+136.7% |
| Admin fee / account holder | $1,788 | $6,675-73.2% | $5,479-67.4% | $10,828-83.5% |