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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 | $24,983 | $97,761-74.4% | $83,850-70.2% | $135,382-81.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.61% | 1287.44%-1294.1pp | 850.92%-857.5pp | 519.77%-526.4pp |
| Employer contribution / active EE | $2,107 | $4,222-50.1% | $3,631-42.0% | $4,779-55.9% |
| Participant deferral / active EE | $1,557 | $4,682-66.8% | $4,082-61.9% | $5,609-72.2% |
| Admin fee / account holder | $2,937 | $6,674-56.0% | $5,478-46.4% | $10,829-72.9% |