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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 | $55,637 | $90,607-38.6% | $79,467-30.0% | $135,380-58.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.28% | 977.74%-982.0pp | 718.30%-722.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,750 | $3,068-43.0% | $2,800-37.5% | $4,779-63.4% |
| Participant deferral / active EE | $3,731 | $4,050-7.9% | $3,704+0.7% | $5,609-33.5% |
| Admin fee / account holder | $13,006 | $5,895+120.6% | $5,104+154.8% | $10,828+20.1% |