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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 | $34,579 | $97,729-64.6% | $83,830-58.8% | $135,379-74.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.27% | 1287.52%-1291.8pp | 850.97%-855.2pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,799 | $4,222-57.4% | $3,631-50.5% | $4,779-62.4% |
| Participant deferral / active EE | $2,573 | $4,683-45.0% | $4,082-37.0% | $5,609-54.1% |
| Admin fee / account holder | $12,252 | $6,674+83.6% | $5,479+123.6% | $10,828+13.2% |