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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 | $46,837 | $97,732-52.1% | $83,831-44.1% | $135,380-65.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.48% | 1287.56%-1291.0pp | 850.99%-854.5pp | 519.81%-523.3pp |
| Employer contribution / active EE | $1,736 | $4,222-58.9% | $3,631-52.2% | $4,779-63.7% |
| Participant deferral / active EE | $2,868 | $4,683-38.8% | $4,082-29.7% | $5,609-48.9% |
| Admin fee / account holder | $17,046 | $6,675+155.4% | $5,479+211.1% | $10,828+57.4% |