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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 | $33,837 | $97,761-65.4% | $83,850-59.6% | $135,382-75.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.31% | 1287.44%-1295.8pp | 850.92%-859.2pp | 519.77%-528.1pp |
| Employer contribution / active EE | $3,333 | $4,222-21.0% | $3,631-8.2% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $301 | $6,674-95.5% | $5,478-94.5% | $10,829-97.2% |