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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 | $56,802 | $135,639-58.1% | $110,241-48.5% | $135,382-58.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.11% | 513.21%-521.3pp | 314.75%-322.9pp | 519.77%-527.9pp |
| Employer contribution / active EE | $1,210 | $4,907-75.3% | $3,827-68.4% | $4,779-74.7% |
| Participant deferral / active EE | $3,057 | $5,507-44.5% | $4,672-34.6% | $5,609-45.5% |
| Admin fee / account holder | $864 | $11,457-92.5% | $8,548-89.9% | $10,829-92.0% |