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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 | $54,184 | $90,617-40.2% | $79,476-31.8% | $135,382-60.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.57% | 977.57%-978.1pp | 718.21%-718.8pp | 519.77%-520.3pp |
| Employer contribution / active EE | $4,293 | $3,068+39.9% | $2,800+53.3% | $4,779-10.2% |
| Participant deferral / active EE | $8,491 | $4,050+109.6% | $3,704+129.2% | $5,609+51.4% |
| Admin fee / account holder | $2,090 | $5,907-64.6% | $5,113-59.1% | $10,829-80.7% |