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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 | $64,893 | $90,607-28.4% | $79,467-18.3% | $135,380-52.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,436 | $3,068-20.6% | $2,800-13.0% | $4,779-49.0% |
| Participant deferral / active EE | $6,256 | $4,050+54.5% | $3,704+68.9% | $5,609+11.5% |
| Admin fee / account holder | $1,646 | $5,895-72.1% | $5,104-67.8% | $10,828-84.8% |