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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 | $41,886 | $90,617-53.8% | $79,476-47.3% | $135,382-69.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 977.57%-982.9pp | 718.21%-723.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $1,838 | $3,068-40.1% | $2,800-34.4% | $4,779-61.5% |
| Participant deferral / active EE | $1,838 | $4,050-54.6% | $3,704-50.4% | $5,609-67.2% |
| Admin fee / account holder | $5,173 | $5,907-12.4% | $5,113+1.2% | $10,829-52.2% |