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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 | $35,409 | $97,732-63.8% | $83,831-57.8% | $135,380-73.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.02% | 1287.56%-1288.6pp | 850.99%-852.0pp | 519.81%-520.8pp |
| Employer contribution / active EE | $5,053 | $4,222+19.7% | $3,631+39.2% | $4,779+5.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $963 | $6,675-85.6% | $5,479-82.4% | $10,828-91.1% |