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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 | $21,214 | $97,732-78.3% | $83,831-74.7% | $135,380-84.3% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -9.19% | 1287.56%-1296.7pp | 850.99%-860.2pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,392 | $4,222-67.0% | $3,631-61.7% | $4,779-70.9% |
| Participant deferral / active EE | $3,505 | $4,683-25.2% | $4,082-14.1% | $5,609-37.5% |
| Admin fee / account holder | $827 | $6,675-87.6% | $5,479-84.9% | $10,828-92.4% |