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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 | $47,229 | $97,732-51.7% | $83,831-43.7% | $135,380-65.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.30% | 1287.56%-1292.9pp | 850.99%-856.3pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,650 | $4,222-60.9% | $3,631-54.5% | $4,779-65.5% |
| Participant deferral / active EE | $9,563 | $4,683+104.2% | $4,082+134.3% | $5,609+70.5% |
| Admin fee / account holder | $382 | $6,675-94.3% | $5,479-93.0% | $10,828-96.5% |