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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 | $47,714 | $97,761-51.2% | $83,850-43.1% | $135,382-64.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.62% | 1287.44%-1291.1pp | 850.92%-854.5pp | 519.77%-523.4pp |
| Employer contribution / active EE | $1,863 | $4,222-55.9% | $3,631-48.7% | $4,779-61.0% |
| Participant deferral / active EE | $4,743 | $4,682+1.3% | $4,082+16.2% | $5,609-15.4% |
| Admin fee / account holder | $32,256 | $6,674+383.3% | $5,478+488.8% | $10,829+197.9% |