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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 | $46,964 | $90,607-48.2% | $79,467-40.9% | $135,380-65.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.19% | 977.74%-981.9pp | 718.30%-722.5pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,058 | $3,068-65.5% | $2,800-62.2% | $4,779-77.9% |
| Participant deferral / active EE | $4,233 | $4,050+4.5% | $3,704+14.3% | $5,609-24.5% |
| Admin fee / account holder | $1,383 | $5,895-76.5% | $5,104-72.9% | $10,828-87.2% |