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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 | $92,178 | $97,732-5.7% | $83,831+10.0% | $135,380-31.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.58% | 1287.56%-1295.1pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $16,171 | $4,222+283.0% | $3,631+345.3% | $4,779+238.4% |
| Participant deferral / active EE | $7,378 | $4,683+57.5% | $4,082+80.7% | $5,609+31.5% |
| Admin fee / account holder | $1,223 | $6,675-81.7% | $5,479-77.7% | $10,828-88.7% |