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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 | $82,051 | $97,759-16.1% | $83,849-2.1% | $135,377-39.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.80% | 1287.41%-1293.2pp | 850.91%-856.7pp | 519.75%-525.6pp |
| Employer contribution / active EE | $4,635 | $4,222+9.8% | $3,631+27.7% | $4,779-3.0% |
| Participant deferral / active EE | $6,908 | $4,682+47.5% | $4,082+69.2% | $5,609+23.2% |
| Admin fee / account holder | $2,935 | $6,674-56.0% | $5,478-46.4% | $10,828-72.9% |