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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 | $24,960 | $97,729-74.5% | $83,830-70.2% | $135,379-81.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.10% | 1287.52%-1290.6pp | 850.97%-854.1pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,770 | $4,222-58.1% | $3,631-51.3% | $4,779-63.0% |
| Participant deferral / active EE | $2,317 | $4,683-50.5% | $4,082-43.2% | $5,609-58.7% |
| Admin fee / account holder | $7,086 | $6,674+6.2% | $5,479+29.3% | $10,828-34.6% |