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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 | $45,074 | $90,617-50.3% | $79,476-43.3% | $135,382-66.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.30% | 977.57%-984.9pp | 718.21%-725.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $2,194 | $3,068-28.5% | $2,800-21.7% | $4,779-54.1% |
| Participant deferral / active EE | $5,810 | $4,050+43.4% | $3,704+56.9% | $5,609+3.6% |
| Admin fee / account holder | $614 | $5,907-89.6% | $5,113-88.0% | $10,829-94.3% |