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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 | $79,024 | $90,607-12.8% | $79,467-0.6% | $135,380-41.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.94% | 977.74%-979.7pp | 718.30%-720.2pp | 519.81%-521.7pp |
| Employer contribution / active EE | $3,220 | $3,068+5.0% | $2,800+15.0% | $4,779-32.6% |
| Participant deferral / active EE | $1,982 | $4,050-51.1% | $3,704-46.5% | $5,609-64.7% |
| Admin fee / account holder | $24,414 | $5,895+314.2% | $5,104+378.3% | $10,828+125.5% |