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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 | $24,257 | $92,743-73.8% | $82,744-70.7% | $134,532-82.0% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -13.90% | 946.63%-960.5pp | 702.22%-716.1pp | 418.27%-432.2pp |
| Employer contribution / active EE | $5,110 | $3,273+56.1% | $3,008+69.9% | $4,741+7.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,540 | $5,977-74.2% | $5,325-71.1% | $11,429-86.5% |