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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 | $20,222 | $97,729-79.3% | $83,830-75.9% | $135,379-85.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.36% | 1287.52%-1292.9pp | 850.97%-856.3pp | 519.79%-525.1pp |
| Employer contribution / active EE | $3,089 | $4,222-26.8% | $3,631-14.9% | $4,779-35.4% |
| Participant deferral / active EE | $4,500 | $4,683-3.9% | $4,082+10.2% | $5,609-19.8% |
| Admin fee / account holder | $956 | $6,674-85.7% | $5,479-82.6% | $10,828-91.2% |