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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 | $37,932 | $82,630-54.1% | $64,105-40.8% | $125,388-69.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.20% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,688 | $2,671+0.6% | $1,820+47.7% | $4,866-44.8% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $870 | $6,382-86.4% | $4,499-80.7% | $9,541-90.9% |