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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 | $23,866 | $104,116-77.1% | $71,089-66.4% | $135,380-82.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -6.30% | 1256.51%-1262.8pp | 650.65%-656.9pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,794 | $1,485+20.8% | $1,088+64.9% | $4,779-62.5% |
| Participant deferral / active EE | $3,002 | $2,524+18.9% | $1,873+60.3% | $5,609-46.5% |
| Admin fee / account holder | $574 | $4,142-86.1% | $3,082-81.4% | $10,828-94.7% |