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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 | $37,582 | $90,607-58.5% | $79,467-52.7% | $135,380-72.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.44% | 977.74%-986.2pp | 718.30%-726.7pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,941 | $3,068-4.1% | $2,800+5.0% | $4,779-38.5% |
| Participant deferral / active EE | $4,952 | $4,050+22.3% | $3,704+33.7% | $5,609-11.7% |
| Admin fee / account holder | $1,046 | $5,895-82.3% | $5,104-79.5% | $10,828-90.3% |