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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 | $27,623 | $97,729-71.7% | $83,830-67.0% | $135,379-79.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.13% | 1287.52%-1296.7pp | 850.97%-860.1pp | 519.79%-528.9pp |
| Employer contribution / active EE | $1,894 | $4,222-55.1% | $3,631-47.8% | $4,779-60.4% |
| Participant deferral / active EE | $4,534 | $4,683-3.2% | $4,082+11.1% | $5,609-19.2% |
| Admin fee / account holder | $485 | $6,674-92.7% | $5,479-91.2% | $10,828-95.5% |