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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 | $70,163 | $97,759-28.2% | $83,849-16.3% | $135,377-48.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.21% | 1287.41%-1295.6pp | 850.91%-859.1pp | 519.75%-528.0pp |
| Employer contribution / active EE | $2,472 | $4,222-41.4% | $3,631-31.9% | $4,779-48.3% |
| Participant deferral / active EE | $9,169 | $4,682+95.8% | $4,082+124.6% | $5,609+63.5% |
| Admin fee / account holder | $413 | $6,674-93.8% | $5,478-92.5% | $10,828-96.2% |