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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 | $36,175 | $97,732-63.0% | $83,831-56.8% | $135,380-73.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.05% | 1287.56%-1296.6pp | 850.99%-860.0pp | 519.81%-528.9pp |
| Employer contribution / active EE | $5,847 | $4,222+38.5% | $3,631+61.0% | $4,779+22.3% |
| Participant deferral / active EE | $4,233 | $4,683-9.6% | $4,082+3.7% | $5,609-24.5% |
| Admin fee / account holder | $1,090 | $6,675-83.7% | $5,479-80.1% | $10,828-89.9% |