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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 | $60,506 | $90,606-33.2% | $79,466-23.9% | $135,379-55.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.79% | 977.69%-979.5pp | 718.28%-720.1pp | 519.79%-521.6pp |
| Employer contribution / active EE | $5,343 | $3,068+74.2% | $2,800+90.8% | $4,779+11.8% |
| Participant deferral / active EE | $7,625 | $4,050+88.3% | $3,704+105.9% | $5,609+36.0% |
| Admin fee / account holder | $5,492 | $5,895-6.8% | $5,104+7.6% | $10,828-49.3% |