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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 | $64,686 | $90,607-28.6% | $79,467-18.6% | $135,380-52.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.13% | 977.74%-986.9pp | 718.30%-727.4pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,809 | $3,068-41.0% | $2,800-35.4% | $4,779-62.1% |
| Participant deferral / active EE | $8,218 | $4,050+102.9% | $3,704+121.9% | $5,609+46.5% |
| Admin fee / account holder | $1,224 | $5,895-79.2% | $5,104-76.0% | $10,828-88.7% |