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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 | $54,413 | $92,743-41.3% | $82,744-34.2% | $134,532-59.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.48% | 946.63%-965.1pp | 702.22%-720.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $3,008 | $3,273-8.1% | $3,0080% | $4,741-36.6% |
| Participant deferral / active EE | $1,339 | $4,802-72.1% | $4,395-69.5% | $6,401-79.1% |
| Admin fee / account holder | $466 | $5,977-92.2% | $5,325-91.3% | $11,429-95.9% |