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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 | $36,817 | $90,607-59.4% | $79,467-53.7% | $135,380-72.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 977.74%-984.2pp | 718.30%-724.8pp | 519.81%-526.3pp |
| Employer contribution / active EE | $964 | $3,068-68.6% | $2,800-65.6% | $4,779-79.8% |
| Participant deferral / active EE | $6,073 | $4,050+49.9% | $3,704+64.0% | $5,609+8.3% |
| Admin fee / account holder | $8,538 | $5,895+44.8% | $5,104+67.3% | $10,828-21.1% |