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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 | $39,594 | $97,732-59.5% | $83,831-52.8% | $135,380-70.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.42% | 1287.56%-1297.0pp | 850.99%-860.4pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,528 | $4,222-16.4% | $3,631-2.8% | $4,779-26.2% |
| Participant deferral / active EE | $5,355 | $4,683+14.3% | $4,082+31.2% | $5,609-4.5% |
| Admin fee / account holder | $610 | $6,675-90.9% | $5,479-88.9% | $10,828-94.4% |