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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 | $57,912 | $82,630-29.9% | $64,105-9.7% | $125,389-53.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.15% | 1489.72%-1489.9pp | 791.24%-791.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,421 | $2,671-46.8% | $1,820-21.9% | $4,866-70.8% |
| Participant deferral / active EE | $5,001 | $3,608+38.6% | $2,822+77.2% | $5,352-6.6% |
| Admin fee / account holder | $934 | $6,382-85.4% | $4,499-79.2% | $9,541-90.2% |