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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 | $48,522 | $82,630-41.3% | $64,105-24.3% | $125,389-61.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.31% | 1489.72%-1490.0pp | 791.24%-791.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,120 | $2,671+54.2% | $1,820+126.4% | $4,866-15.3% |
| Participant deferral / active EE | $7,567 | $3,608+109.7% | $2,822+168.2% | $5,352+41.4% |
| Admin fee / account holder | $1,452 | $6,382-77.2% | $4,499-67.7% | $9,541-84.8% |