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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 | $25,592 | $97,732-73.8% | $83,831-69.5% | $135,380-81.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.19% | 1287.56%-1293.7pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,765 | $4,222-58.2% | $3,631-51.4% | $4,779-63.1% |
| Participant deferral / active EE | $3,707 | $4,683-20.8% | $4,082-9.2% | $5,609-33.9% |
| Admin fee / account holder | $1,674 | $6,675-74.9% | $5,479-69.5% | $10,828-84.5% |