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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 | $75,447 | $97,732-22.8% | $83,831-10.0% | $135,380-44.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.01% | 1287.56%-1293.6pp | 850.99%-857.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,305 | $4,222-21.7% | $3,631-9.0% | $4,779-30.8% |
| Participant deferral / active EE | $13,725 | $4,683+193.1% | $4,082+236.2% | $5,609+144.7% |
| Admin fee / account holder | $355 | $6,675-94.7% | $5,479-93.5% | $10,828-96.7% |