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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 | $29,479 | $90,617-67.5% | $79,476-62.9% | $135,382-78.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.06% | 977.57%-985.6pp | 718.21%-726.3pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,201 | $3,068-60.9% | $2,800-57.1% | $4,779-74.9% |
| Participant deferral / active EE | $4,940 | $4,050+22.0% | $3,704+33.4% | $5,609-11.9% |
| Admin fee / account holder | $2,775 | $5,907-53.0% | $5,113-45.7% | $10,829-74.4% |