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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 | $38,822 | $97,761-60.3% | $83,850-53.7% | $135,382-71.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.16% | 1287.44%-1296.6pp | 850.92%-860.1pp | 519.77%-528.9pp |
| Employer contribution / active EE | $2,289 | $4,222-45.8% | $3,631-36.9% | $4,779-52.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $813 | $6,674-87.8% | $5,478-85.2% | $10,829-92.5% |