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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 | $48,822 | $90,607-46.1% | $79,467-38.6% | $135,380-63.9% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -6.11% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $8,605 | $3,068+180.5% | $2,800+207.3% | $4,779+80.1% |
| Participant deferral / active EE | $11,008 | $4,050+171.8% | $3,704+197.2% | $5,609+96.3% |
| Admin fee / account holder | $815 | $5,895-86.2% | $5,104-84.0% | $10,828-92.5% |