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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 | $64,581 | $90,607-28.7% | $79,467-18.7% | $135,380-52.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.51% | 977.74%-985.2pp | 718.30%-725.8pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,316 | $3,068-24.5% | $2,800-17.3% | $4,779-51.5% |
| Participant deferral / active EE | $3,742 | $4,050-7.6% | $3,704+1.0% | $5,609-33.3% |
| Admin fee / account holder | $6,991 | $5,895+18.6% | $5,104+37.0% | $10,828-35.4% |