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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 | $76,540 | $90,607-15.5% | $79,467-3.7% | $135,380-43.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.54% | 977.74%-981.3pp | 718.30%-721.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $1,691 | $3,068-44.9% | $2,800-39.6% | $4,779-64.6% |
| Participant deferral / active EE | $3,303 | $4,050-18.5% | $3,704-10.8% | $5,609-41.1% |
| Admin fee / account holder | $3,136 | $5,895-46.8% | $5,104-38.6% | $10,828-71.0% |