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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 | $68,195 | $97,761-30.2% | $83,850-18.7% | $135,382-49.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.37% | 1287.44%-1296.8pp | 850.92%-860.3pp | 519.77%-529.1pp |
| Employer contribution / active EE | $1,259 | $4,222-70.2% | $3,631-65.3% | $4,779-73.7% |
| Participant deferral / active EE | $1,713 | $4,682-63.4% | $4,082-58.0% | $5,609-69.5% |
| Admin fee / account holder | $418 | $6,674-93.7% | $5,478-92.4% | $10,829-96.1% |