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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 | $37,858 | $97,759-61.3% | $83,849-54.9% | $135,377-72.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.71% | 1287.41%-1295.1pp | 850.91%-858.6pp | 519.75%-527.5pp |
| Employer contribution / active EE | $2,787 | $4,222-34.0% | $3,631-23.2% | $4,779-41.7% |
| Participant deferral / active EE | $11,241 | $4,682+140.1% | $4,082+175.4% | $5,609+100.4% |
| Admin fee / account holder | $1,010 | $6,674-84.9% | $5,478-81.6% | $10,828-90.7% |