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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 | $97,732-16.0% | $83,831-2.1% | $135,380-39.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.80% | 1287.56%-1293.4pp | 850.99%-856.8pp | 519.81%-525.6pp |
| Employer contribution / active EE | $4,635 | $4,222+9.8% | $3,631+27.6% | $4,779-3.0% |
| Participant deferral / active EE | $6,908 | $4,683+47.5% | $4,082+69.2% | $5,609+23.2% |
| Admin fee / account holder | $2,935 | $6,675-56.0% | $5,479-46.4% | $10,828-72.9% |