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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 | $22,905 | $97,729-76.6% | $83,830-72.7% | $135,379-83.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.69% | 1287.52%-1291.2pp | 850.97%-854.7pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,142 | $4,222-73.0% | $3,631-68.6% | $4,779-76.1% |
| Participant deferral / active EE | $1,583 | $4,683-66.2% | $4,082-61.2% | $5,609-71.8% |
| Admin fee / account holder | $7,098 | $6,674+6.3% | $5,479+29.6% | $10,828-34.4% |