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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 | $40,688 | $82,630-50.8% | $64,105-36.5% | $125,389-67.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.05% | 1489.72%-1492.8pp | 791.24%-794.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,008 | $2,671-24.8% | $1,820+10.3% | $4,866-58.7% |
| Participant deferral / active EE | $5,072 | $3,608+40.6% | $2,822+79.7% | $5,352-5.2% |
| Admin fee / account holder | $304 | $6,382-95.2% | $4,499-93.2% | $9,541-96.8% |