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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 | $24,761 | $97,732-74.7% | $83,831-70.5% | $135,380-81.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.00% | 1287.56%-1296.6pp | 850.99%-860.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $5,733 | $4,222+35.8% | $3,631+57.9% | $4,779+20.0% |
| Participant deferral / active EE | $6,524 | $4,683+39.3% | $4,082+59.8% | $5,609+16.3% |
| Admin fee / account holder | $592 | $6,675-91.1% | $5,479-89.2% | $10,828-94.5% |