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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 | $38,398 | $90,607-57.6% | $79,467-51.7% | $135,380-71.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.43% | 977.74%-983.2pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,118 | $3,068-63.5% | $2,800-60.1% | $4,779-76.6% |
| Participant deferral / active EE | $1,759 | $4,050-56.6% | $3,704-52.5% | $5,609-68.6% |
| Admin fee / account holder | $2,093 | $5,895-64.5% | $5,104-59.0% | $10,828-80.7% |