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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 | $27,678 | $97,732-71.7% | $83,831-67.0% | $135,380-79.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.90% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,053 | $4,222-75.1% | $3,631-71.0% | $4,779-78.0% |
| Participant deferral / active EE | $4,410 | $4,683-5.8% | $4,082+8.0% | $5,609-21.4% |
| Admin fee / account holder | $557 | $6,675-91.7% | $5,479-89.8% | $10,828-94.9% |