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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 | $42,159 | $92,684-54.5% | $82,706-49.0% | $134,509-68.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.48% | 945.84%-962.3pp | 701.76%-718.2pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,800 | $3,272-14.4% | $3,007-6.9% | $4,741-40.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $604 | $5,982-89.9% | $5,329-88.7% | $11,427-94.7% |