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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 | $22,492 | $90,606-75.2% | $79,466-71.7% | $135,379-83.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.04% | 977.69%-986.7pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $7,008 | $3,068+128.4% | $2,800+150.2% | $4,779+46.6% |
| Participant deferral / active EE | $3,700 | $4,050-8.6% | $3,704-0.1% | $5,609-34.0% |
| Admin fee / account holder | $307 | $5,895-94.8% | $5,104-94.0% | $10,828-97.2% |