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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 | $25,677 | $97,732-73.7% | $83,831-69.4% | $135,380-81.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.18% | 1287.56%-1291.7pp | 850.99%-855.2pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,959 | $4,222-53.6% | $3,631-46.1% | $4,779-59.0% |
| Participant deferral / active EE | $2,260 | $4,683-51.7% | $4,082-44.6% | $5,609-59.7% |
| Admin fee / account holder | $5,447 | $6,675-18.4% | $5,479-0.6% | $10,828-49.7% |