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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 | $43,649 | $90,607-51.8% | $79,467-45.1% | $135,380-67.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.94% | 977.74%-978.7pp | 718.30%-719.2pp | 519.81%-520.7pp |
| Employer contribution / active EE | $558 | $3,068-81.8% | $2,800-80.1% | $4,779-88.3% |
| Participant deferral / active EE | $1,800 | $4,050-55.6% | $3,704-51.4% | $5,609-67.9% |
| Admin fee / account holder | $1,690 | $5,895-71.3% | $5,104-66.9% | $10,828-84.4% |