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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 | $39,364 | $92,743-57.6% | $82,744-52.4% | $134,532-70.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.27% | 946.63%-952.9pp | 702.22%-708.5pp | 418.27%-424.5pp |
| Employer contribution / active EE | $8,174 | $3,273+149.7% | $3,008+171.7% | $4,741+72.4% |
| Participant deferral / active EE | $4,399 | $4,802-8.4% | $4,395+0.1% | $6,401-31.3% |
| Admin fee / account holder | $601 | $5,977-89.9% | $5,325-88.7% | $11,429-94.7% |