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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 | $58,537 | $90,607-35.4% | $79,467-26.3% | $135,380-56.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 977.74%-983.3pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,111 | $3,068+34.0% | $2,800+46.8% | $4,779-14.0% |
| Participant deferral / active EE | $2,123 | $4,050-47.6% | $3,704-42.7% | $5,609-62.1% |
| Admin fee / account holder | $3,447 | $5,895-41.5% | $5,104-32.5% | $10,828-68.2% |