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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 | $35,209 | $90,607-61.1% | $79,467-55.7% | $135,380-74.0% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -4.47% | 977.74%-982.2pp | 718.30%-722.8pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,922 | $3,068-4.7% | $2,800+4.4% | $4,779-38.9% |
| Participant deferral / active EE | $2,804 | $4,050-30.8% | $3,704-24.3% | $5,609-50.0% |
| Admin fee / account holder | $462 | $5,895-92.2% | $5,104-91.0% | $10,828-95.7% |