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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 | $46,941 | $97,761-52.0% | $83,850-44.0% | $135,382-65.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.56% | 1287.44%-1295.0pp | 850.92%-858.5pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,445 | $4,222-42.1% | $3,631-32.6% | $4,779-48.8% |
| Participant deferral / active EE | $4,821 | $4,682+3.0% | $4,082+18.1% | $5,609-14.1% |
| Admin fee / account holder | $539 | $6,674-91.9% | $5,478-90.2% | $10,829-95.0% |