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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 | $26,012 | $82,630-68.5% | $64,105-59.4% | $125,389-79.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.01% | 1489.72%-1492.7pp | 791.24%-794.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,789 | $2,671-33.0% | $1,820-1.7% | $4,866-63.2% |
| Participant deferral / active EE | $1,843 | $3,608-48.9% | $2,822-34.7% | $5,352-65.6% |
| Admin fee / account holder | $609 | $6,382-90.5% | $4,499-86.5% | $9,541-93.6% |