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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 | $43,148 | $97,732-55.9% | $83,831-48.5% | $135,380-68.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.25% | 1287.56%-1296.8pp | 850.99%-860.2pp | 519.81%-529.1pp |
| Employer contribution / active EE | $2,485 | $4,222-41.1% | $3,631-31.6% | $4,779-48.0% |
| Participant deferral / active EE | $6,317 | $4,683+34.9% | $4,082+54.8% | $5,609+12.6% |
| Admin fee / account holder | $516 | $6,675-92.3% | $5,479-90.6% | $10,828-95.2% |