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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 | $82,984 | $97,729-15.1% | $83,830-1.0% | $135,379-38.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.47% | 1287.52%-1295.0pp | 850.97%-858.4pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,941 | $4,222-30.3% | $3,631-19.0% | $4,779-38.5% |
| Participant deferral / active EE | $11,215 | $4,683+139.5% | $4,082+174.7% | $5,609+99.9% |
| Admin fee / account holder | $758 | $6,674-88.6% | $5,479-86.2% | $10,828-93.0% |