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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 | $35,313 | $90,617-61.0% | $79,476-55.6% | $135,382-73.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.31% | 977.57%-979.9pp | 718.21%-720.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $2,242 | $3,068-26.9% | $2,800-19.9% | $4,779-53.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,721 | $5,907-53.9% | $5,113-46.8% | $10,829-74.9% |