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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 | $44,738 | $97,761-54.2% | $83,850-46.6% | $135,382-67.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.83% | 1287.44%-1292.3pp | 850.92%-855.8pp | 519.77%-524.6pp |
| Employer contribution / active EE | $3,492 | $4,222-17.3% | $3,631-3.8% | $4,779-26.9% |
| Participant deferral / active EE | $2,576 | $4,682-45.0% | $4,082-36.9% | $5,609-54.1% |
| Admin fee / account holder | $371 | $6,674-94.4% | $5,478-93.2% | $10,829-96.6% |