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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 | $56,160 | $90,617-38.0% | $79,476-29.3% | $135,382-58.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.22% | 977.57%-985.8pp | 718.21%-726.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $2,051 | $3,068-33.1% | $2,800-26.7% | $4,779-57.1% |
| Participant deferral / active EE | $4,990 | $4,050+23.2% | $3,704+34.7% | $5,609-11.0% |
| Admin fee / account holder | $482 | $5,907-91.8% | $5,113-90.6% | $10,829-95.5% |