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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 | $36,892 | $82,630-55.4% | $64,105-42.5% | $125,389-70.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.04% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $8,429 | $2,671+215.5% | $1,820+363.1% | $4,866+73.2% |
| Participant deferral / active EE | $5,057 | $3,608+40.2% | $2,822+79.2% | $5,352-5.5% |
| Admin fee / account holder | $453 | $6,382-92.9% | $4,499-89.9% | $9,541-95.3% |