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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 | $34,963 | $97,732-64.2% | $83,831-58.3% | $135,380-74.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.92% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,609 | $4,222-61.9% | $3,631-55.7% | $4,779-66.3% |
| Participant deferral / active EE | $5,816 | $4,683+24.2% | $4,082+42.5% | $5,609+3.7% |
| Admin fee / account holder | $1,882 | $6,675-71.8% | $5,479-65.7% | $10,828-82.6% |