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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 | $58,974 | $97,729-39.7% | $83,830-29.7% | $135,379-56.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.98% | 1287.52%-1292.5pp | 850.97%-856.0pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,989 | $4,222-52.9% | $3,631-45.2% | $4,779-58.4% |
| Participant deferral / active EE | $8,529 | $4,683+82.1% | $4,082+109.0% | $5,609+52.1% |
| Admin fee / account holder | $363 | $6,674-94.6% | $5,479-93.4% | $10,828-96.6% |