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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 | $42,898 | $97,732-56.1% | $83,831-48.8% | $135,380-68.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.89% | 1287.56%-1295.4pp | 850.99%-858.9pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,340 | $4,222-20.9% | $3,631-8.0% | $4,779-30.1% |
| Participant deferral / active EE | $8,228 | $4,683+75.7% | $4,082+101.6% | $5,609+46.7% |
| Admin fee / account holder | $634 | $6,675-90.5% | $5,479-88.4% | $10,828-94.1% |